Outside Sales Advisor

Job description

Our associates celebrate lives. We celebrate our associates. The California Prearrangement Advisors (CAPAA) play a pivotal role in generating sales through company-provided leads across various channels. The primary focus of CAPAAs involves in-person meetings with families and conducting preplanning seminars to discuss prearrangement options. CAPAAs also possess the capability to sell remotely when required, with the company providing necessary telecommunication platforms. JOB RESPONSIBILITIES: - Maintain a network of customers from Company-provided leads. - Builds and maintains a network of sources from which to identify new sales leads. - Communicates with customers to identify and understand their product or service needs; identifies and suggests products and services to meet those needs. - Demonstrates the functions and utility of products or services to customers based on their needs. - Ensures customer satisfaction through ongoing communication and relationship management; resolves any issues that may arise post-sale. - Daily use of SalesForce or applicable CRM system. - Use of iPad to complete prearrangements electronically - Attend daily, weekly,monthly calls, training, cal...