Sales Professional, Inside Sales

About the Role

Associates celebrate lives and are celebrated by the company. This role is for a sales trainee to learn the industry, products, product finance/insurance options, services, and the use of Customer Relationship Management (CRM) software and proprietary contracting software.

Key Responsibilities

• Develop trusting relationships with prospective and existing client families to generate sales leads.
• Input prospective client contact information in CRM system.
• Contact prospective clients and schedule sales appointments, including evenings and weekends.
• Guide prospective clients through the pre-planning process and selection of services and property.
• Show property and property features for both pre and at-need sales.
• Explain insurance product features.
• Complete sales and insurance contracts ensuring accuracy and completeness.
• Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop a sales pipeline.
• Collaborate with Funeral Director and family on pre-need property or mausoleum sales.
• Coordinate sales efforts with team members and other departments.
• Seek manager’s coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.

Requirements & Tech Stack

• Customer Relationship Management (CRM) software
• Proprietary contracting software
• MS Office suite
• Social Networking Apps

Qualifications

• High School Diploma or equivalent.
• Ability to obtain and maintain an insurance license as required by state/province.
• Current state/province issued driver’s license with an acceptable driving record.
• Sales or Customer experience preferred.
• Previous experience with CRM systems preferred.
• Proficient computer skills.
• Professional demeanor and communication skills.
• Bilingualism (knowledge of another language) preferred.
• Professional attire required when meeting with clients or representing the company.
• Available to work evenings and weekends.