Sales Professional - Inside Sales

SCI Shared Resources•Houston, TX

About The Position

As a sales trainee, the associate learns the industry, products, product finance and insurance options, services, Customer Relationship Management (CRM) software, and proprietary contracting software. During training, the associate completes coursework, passes exams, and demonstrates the skills needed to perform the role. The role involves seeking and engaging prospective clients interested in pre-planned funeral services and pre-planned or at-need cemetery and mausoleum property. The sales professional meets with client families at the Funeral Home or virtually to discuss celebrating a life well lived, and presents services, products, and property solutions that address their personal and cultural needs. The position emphasizes service excellence and use of company technology to support revenue quota achievement.

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 MS 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 preferred.
Previous experience with Customer Relationship Management (CRM) systems preferred.
Proficiency with CRM software and social networking apps preferred.
Knowledge of another language; bilingual ability preferred.

Responsibilities

Develop trusting relationships with prospective and existing client families to generate sales leads.
Enter prospective client contact information into the Customer Relationship Management (CRM) system.
Proactively contact prospective clients and schedule sales appointments around their availability, including evenings and weekends.
Use listening and empathy skills to guide prospective clients through pre-planning and the selection of services and property that meet their needs.
Show property and explain its features to prospective families for pre-need and at-need sales.
Explain insurance product features.
Complete sales and insurance contracts accurately and fully.
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 cycles, sales techniques, software proficiency, and product knowledge.
Complete training coursework, pass exams, and demonstrate appropriate skills.