Sales Professional - Inside Sales

SCI Shared Resources•Houston, TX

26d

About The Position

This sales trainee role supports families in planning funeral services and cemetery or mausoleum property purchases. The trainee learns about the industry, products, financing and insurance options, services, and the company’s Customer Relationship Management (CRM) and proprietary contracting software. During training, the employee is expected to complete coursework, pass exams, and demonstrate the skills needed to perform the role. The position engages prospective clients and meets with families at the funeral home or virtually to discuss life celebrations and present service, product, and property solutions suited to their personal and cultural needs. The role emphasizes compassionate service, relationship-building, and achieving sales revenue quotas.

Requirements

High school diploma or equivalent.
Ability to obtain and maintain an insurance license as required by the state or province.
Current state- or province-issued driver’s license with an acceptable driving record.
Proficient computer skills, including the Microsoft Office suite.
Professional demeanor and communication skills.
Professional attire when meeting with clients or representing the company.
Availability to work evenings and weekends.

Nice To Haves

Sales or customer experience.
Previous experience with Customer Relationship Management (CRM) systems.
Proficiency with CRM and social networking apps.
Bilingual ability or knowledge of another language.

Responsibilities

Develop trusting relationships with prospective and existing client families to generate sales leads.
Enter prospective client contact information into the CRM system.
Contact prospective clients and schedule sales appointments around their schedules, including evenings and weekends.
Use listening and empathy skills to guide prospective clients through pre-planning and selecting services and property that meet their needs.
Show property and explain property features for pre-need and at-need sales.
Explain insurance product features.
Complete sales and insurance contracts accurately and completely.
Use CRM software to source leads from campaigns, prospective clients, and prior client sales and develop a sales pipeline.
Collaborate with the Funeral Director and family on pre-need property or mausoleum sales.
Coordinate sales efforts with team members and other departments as appropriate.
Seek coaching from the manager to improve sales-cycle practices, sales techniques, software proficiency, and product knowledge.