Outside Sales Advisor
Core
Pre-Arrangement Advisors generate sales by conducting in-person meetings and seminars with families to discuss pre-planning for funeral services.
Role type
Outside Sales Advisor (Funeral Services)
Builds
Pre-arrangement funeral service packages and related products
Domain
Funeral services / Life planning
Deliverable
product features
Required skills
in-person sales, seminar presentation, customer relationship management, CRM usage, compliance adherence, lead conversion
Preferred skills
B2C inside/remote sales experience, industry experience, tablet proficiency, in-home sales experience
Technologies
SalesForce, CRM systems, Microsoft Office Suite
Responsibilities
Convert company-provided leads into sales, maintain customer networks, identify and suggest products based on needs, demonstrate product utility, ensure customer satisfaction, report sales and appointments, comply with industry regulations
Seniority
Mid-level, hands-on IC