Sales Professional - Inside Sales

Service Corporation International•Katy, TX
•$50,000 - $100,000

About The Position

The Sales Professional works in inside sales, beginning as a sales trainee who 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 position develops relationships with prospective and existing client families, generates leads, schedules and conducts sales appointments, and helps families select appropriate pre-planning services and property. The associate presents property features, explains insurance products, completes accurate sales and insurance contracts, maintains a sales pipeline using CRM tools, and coordinates with Funeral Directors, team members, and other departments. The role requires availability for evenings and weekends and professional attire when meeting clients or representing the company.

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

Responsibilities

  • Build 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 schedules, including evenings and weekends.
  • Use listening and empathy skills to guide prospective clients through pre-planning and 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 completely.
  • Use CRM software to source leads from campaigns, prospective clients, and prior client sales and develop a sales pipeline.
  • Collaborate with Funeral Directors and families 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 performance, sales techniques, software proficiency, and product knowledge.
  • Complete training coursework, pass exams, and demonstrate the required skills.
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