Outside Sales Advisor

Service Corporation International•Laguna Woods, CA

1d•Hybrid

About The Position

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. The company is committed to supporting families at difficult times and is the largest provider of funeral, cemetery and cremation services in North America, dedicated to celebrating the life and legacy of every loved one with professionalism, compassion and attention to detail.

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
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
2-5 years of Business to Consumer, Inside Homes/Remote Sales experience
1-2 years of industry experience
Experience with in-home and/or seminar-based sales is preferred
Experience working on a tablet 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