Full-Time Pre-Arrangement Advisor (Outside Sales)

Pre-Arrangement Advisors are responsible for generating sales through company-provided leads from multiple channels. Our primary focus is in-person meetings with families and preplanning seminars regarding prearranging. We also have the ability to sell remotely when necessary, and the Company will provide necessary telecommunication platforms to the Pre-Arrangement Advisors.

• Convert Company provided leads into sales.
• Maintain a network of customers from Company provided leads.
• Build and maintain a network of sources from which to identify new sales leads.
• Communicate with customers and leads to identify and understand their product or service needs; identify and suggest products and services to meet those needs.
• Demonstrate the functions and utility of products or services to customers based on their needs.
• Ensure customer satisfaction through ongoing communication and relationship management; resolve any issues that may arise post-sale.
• Daily use of SalesForce or applicable CRM system.
• 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.
• Other responsibilities as assigned.

• High school diploma or Equivalent.
• Appropriate Funeral Director License in Specific States Only.
• First 30 days of employment complete PAA Curriculum Certification Dignity University.
• 2-5 years of Business to Consumer, Inside Homes/Remote Sales experience (preferred but not required).
• 1-2 years of industry experience (preferred but not required).
• 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.
• Experience with in-home and/or seminar based sales preferred.
• Proficient computer skills required, with experience working on a tablet preferred.
• Independent, self-reliant, and self-motivated.
• Excellent Customer Service Skills.
• Conveys information clearly and concisely in written and spoken communication.
• Resolves problems and provides solutions to customers in a timely manner.
• Time management and organizational skills.
• Entry level Microsoft Office Suite (Word, Excel, Outlook).
• Reliable transportation.
• Own a Cellphone.

• Work indoors and outdoors during all seasons and weather conditions.
• Limited amount of local and/or multiple location traveling.
• Traveling to customer’s homes and local Business.
• Business casual attire is required when in contact with customers.
• Frequent, continuous periods of time standing.
• Sitting continuously for many hours per day.
• May require climbing stairs to access buildings frequently.
• Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers, iPads, and phone usage.
• Move, push and pull up to 25 lbs.
• Driving to and from appointments.
• This outside sales position may require varied work hours depending on customer needs.
• Travel locally with the distance varying depending on the market.

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