Sales Professional, Inside Sales

About the Role

As a sales trainee, you will learn the industry, products, product finance/insurance options, services, and the use of Customer Relationship Management (CRM) software and proprietary contracting software. Throughout the training program, you will successfully complete coursework, pass exams, and demonstrate appropriate skills to begin fulfilling key responsibilities. This role involves actively seeking out and engaging prospective clients to purchase pre-planned funeral services, as well as pre-planned and at-need cemetery/mausoleum property.

Key Responsibilities

• Develop trusting relationships with prospective and existing client families to generate sales leads.
• Input prospective client contact information in Customer Relationship Management (CRM) system.
• Contact prospective clients and schedule sales appointments, accommodating their schedules, including evenings and weekends.
• Guide prospective clients through the pre-planning process and assist in selecting services and property that meet their needs, utilizing listening and empathy skills.
• Showcase 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 source leads from campaigns, prospective clients, and prior client sales to 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.
• Seek manager coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.

Requirements & Tech Stack

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

Qualifications

Education

• High School Diploma or equivalent

Licenses

• Ability to obtain and maintain insurance license as required by state/province
• Current state/province issued driver’s license with an acceptable driving record

Experience

• Sales or Customer experience (preferred)
• Previous experience with Customer Relationship Management (CRM) systems (preferred)

Knowledge, Skills, and Abilities

• Proficient computer skills
• Professional demeanor and communication skills
• Bilingual (knowledge of another language preferred)
• Professional attire required when meeting with clients or representing the company
• Available to work evenings and weekends

Compensation

• $50,000 to $100,000 targeted compensation (with higher earnings potential based on exceptional performance)