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Sales Professional - Outside Sales

Service Corporation International · Bonita, California, US

Our associates celebrate lives. We celebrate our associates. The Re-Engagement Planning Advisor is responsible for learning the industry, products, product f...

Job description

Our associates celebrate lives. We celebrate our associates. The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities include completing a training program which requires successfully complete course work, passing exams, and demonstrating the appropriate skills to begin fulfilling the following responsibilities. Compassionate and results-driven sales representative to actively set appointments and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned cemetery/mausoleum property to meet their personal and cultural needs. Take pride in service excellence and a technology rich company to support revenue quota achievement. JOB RESPONSIBILITIES: - Develop trusting relationships with prospective and existing client families in order to generate sales leads. Updating prospective client contact information and detailed notes in Customer Relationship Management (CRM) sales system. - Take initiative to contact prospective clients and schedule...