Pre-Arrangement Advisor - Remote

Overview

Pre-Arrangement Advisors are responsible for generating sales through company-provided leads from multiple channels. They focus on in-person meetings with families and preplanning seminars, while also having the ability to sell remotely.

In Short

• Convert Company provided leads into sales.
• Maintain a network of customers from Company provided leads.
• Build and maintain a network of sources for new sales leads.
• Communicate with customers to understand their needs.
• Demonstrate products based on customer needs.
• Ensure customer satisfaction and resolve post-sale issues.
• Daily use of SalesForce or applicable CRM system.
• Attend training and calls in the office or home.
• Report sales and appointments to Sales Manager.
• Comply with industry regulations during sales.

Requirements

• High school diploma or Equivalent.
• Funeral Director License in specific states.
• Complete PAA Curriculum Certification within 30 days.
• 2-5 years of Business to Consumer sales experience preferred.
• 1-2 years of industry experience preferred.
• 3-5 years of transferable experience.
• Exceptional professionalism and communication skills.
• Ability to multi-task and manage appointments.
• Experience with in-home and seminar sales preferred.
• Proficient computer skills required.

Benefits

• Work indoors and outdoors in various conditions.
• Limited local and multiple location traveling.
• Business casual attire required when in contact with customers.
• Physical effort required, including paperwork and technology use.
• Driving to and from appointments.
• Varied work hours depending on customer needs.