Outside Sales Advisor

SCI Shared Resources • Santa Barbara, CA

4d • Hybrid

About The Position

Our associates celebrate lives. We celebrate our associates. The California Prearrangement Advisors (CAPAA) play a pivotal role in generating sales through company-provided leads across various channels. The primary focus of CAPAAs involves in-person meetings with families and conducting preplanning seminars to discuss prearrangement options. CAPAAs also possess the capability to sell remotely when required, with the company providing necessary telecommunication platforms.

Requirements

• High school education or equivalent.
• Current state/province issued driver’s license with an acceptable driving record.
• First 30 days of employment complete PAA Curriculum Certification Dignity University.
• California Limited Life Individual Agent License
• 3-5 years in transferable experience.
• Exceptional level of professionalism.
• Strong telephone, interpersonal, and communications skills.
• High level of compassion and integrity.
• Strong “one call/visit close” ability.
• Must be able to multi-task, set priorities, and manage appointments.
• Proficient computer skills are required, with experience working on a tablet preferred.
• Independent, self-reliant, and self-motivated.
• Excellent Customer Service Skills.
• Conveys information clearly and concisely in written and spoken communication.
• Ability to work well in a team, as well as independently.
• Resolves problems and provides solutions to customers in a timely manner.
• Time management and organizational skills.
• Must be comfortable giving sales presentations to our target market, which is Comprised of seniors, typically 65 +.
• Reliable transportation.
• Own a cell phone.

Nice To Haves

• 1-2 years of college or equivalent experience, preferred.
• 2-5 years of Business to Consumer, Inside Homes/Remote Sales experience (preferred but not required).
• 1-2 years of industry experience (preferred but not required).
• Experience with in-home and/or seminar-based sales is preferred.

Responsibilities

• Maintain a network of customers from Company-provided leads.
• Builds and maintains a network of sources from which to identify new sales leads.
• Communicates with customers to identify and understand their product or service needs; identifies and suggests products and services to meet those needs.
• Demonstrates the functions and utility of products or services to customers based on their needs.
• Ensures customer satisfaction through ongoing communication and relationship management; resolves any issues that may arise post-sale.
• Daily use of SalesForce or applicable CRM system.
• Use of iPad to complete prearrangements electronically
• Attend daily, weekly,monthly calls, training, call blocks, floor time in the office or home.
• Report daily, weekly, monthly sales and appointments to Sales Manager.
• Comply with industry compliance during the entire sales process.
• Maintains and tracks activity levels to ensure productivity.
• Remains flexible with schedule to achieve results; often works nights and weekends.
• Other responsibilities as assigned.
• Establishes and maintains strong business relationships with client families.
• Responds to client inquiries in a timely, respectful, sensitive and professional manner.
• Stays in touch with customers to ensure satisfaction.
• Prepares for all appointments and performs all procedures with professionalism and attention to detail.
• Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships.
• Builds trust-based relationships to earn the right to ask for referrals.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED