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JOB RESPONSIBILITIES
Develop trusting relationships with prospective and existing client families in order to generate sales leads. Input prospective client contact information in Customer Relationship Management (CRM) system.
Take initiative to contact prospective clients and schedule sales appointments to meet prospective client’s schedule, including evenings and weekends.
Applying listening and empathy skills facilitates prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs. Shows property and property features to prospective families for both pre and at-need sales. Explains insurance product features. Completes 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 sales pipeline.
Collaborate with Funeral Director and family on pre-need property or mausoleum sales. Coordinates sales efforts with team members and other departments as appropriate.
Seek out manager’s coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.
Minimum Qualifications
Education
- High School Diploma or equivalent
Licenses
Experience
Knowledge, Skills and Abilities
Proficient computer skills including MS office suite
Proficient computer skills with CRM and Social Networking Apps preferred
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
Postal Code: 77521
Category (Portal Searching): Sales
Job Location: US-TX - Baytown