Inside Sales Jobs

About The Position

Requirements

• High school diploma or GED.
• At least one year of customer service or direct sales work experience.
• Bilingual proficiency in Spanish and English.
• Computer skills and professional verbal communication skills.
• Current state-issued driver’s license with an acceptable driving record to operate company-owned vehicles.
• Life insurance license when required by the state regulatory board.
• Willingness to work in the death industry.
• Positive attitude, self-motivation, and drive to continually develop understanding of the industry and business.
• Ability to build professional, trusting business relationships.
• Ability to reason, plan, identify problems, comprehend ideas, learn quickly, learn from experience, and apply learning to new situations.
• Process- and results-oriented approach, including identifying obstacles and keeping projects moving forward.
• Ability to comply with company policies and project a favorable image of the company.
• Availability to work nights, weekends, and overtime.
• Ability to pass the company’s internal presentation certification within 30 days of employment.

Nice To Haves

• College coursework at the sophomore level.
• In lieu of college coursework, an additional two years of directly related experience in business administration, sales, or marketing may be considered.

Responsibilities

• Listen and communicate honestly and with genuine concern to understand each family’s needs, culture, and concerns.
• Present services, products, and property options to customers using electronic presentations.
• Drive a company vehicle to show customers cemetery plots or columbarium niches.
• Discuss options, answer customer questions, and assist customers with making selections.
• Enter customer selections into an electronic contract, obtain supporting documents verifying authorization, review the contract with the customer, and obtain a signature.
• Obtain life insurance policies or payments, or discuss payment options.
• Follow up with families as arrangements progress, address changes or issues, and resolve concerns.
• Collaborate with funeral and cemetery teams to provide seamless, high-quality service.
• Take initiative to resolve customer concerns, consult team members or management about options, obtain authorizations, and follow up in person, by phone, or by email.
• Greet and escort immediate family members and attend visitations, services, and receptions to answer guest questions or resolve issues.
• Identify warm leads among families and guests who express interest in pre-need arrangements and review warm leads for potential customers.
• Call warm leads to establish contact, understand needs, and schedule formal appointments; provide prospective customers with industry marketing materials.
• Confirm appointments at least 24 hours in advance and reschedule as needed.
• Prepare for appointments based on customers’ previously disclosed needs.
• Maintain leads in the Salesforce.com database and monitor progress toward a 4-to-1 close rate.
• Use online training tools to build knowledge and skills and rehearse presentations for continual improvement.
• Complete routine work according to established procedures and applicable regulations and policies, escalating non-routine issues for assistance.
• Discuss assignments, expectations, priorities, and deadlines with the manager, and seek guidance and coaching.
• Comply with local, state, and federal regulations and company policies, including punctuality, attendance, and workplace safety requirements.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Flexible Spending Accounts for health care and dependent care
• Health Savings Account with company contribution
• Sick leave
• Short-term disability
• Long-term disability
• Life insurance
• Voluntary accidental death or dismemberment insurance
• Dependent life insurance
• 401(k) retirement savings plan with company match
• Employee Assistance Program