What are the responsibilities and job description for the Outside Sales Advisor position at Trident Society?
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, call blocks, floor time in the office or home.
- Report daily, weekly, monthly sales and appointments to Sales Manager.
- Comply with industry compliance during the entire sales process.
- Maintains and tracks activity levels to ensure productivity.
- Remains flexible with schedule to achieve results; often works nights and weekends.
- Other responsibilities as assigned.
Build Relationships with customers
- Establishes and maintains strong business relationships with client families.
- Responds to client inquiries in a timely, respectful, sensitive and professional manner.
- Stays in touch with customers to ensure satisfaction.
- Prepares for all appointments and performs all procedures with professionalism and attention to detail.
- Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships.
- Builds trust-based relationships to earn the right to ask for referrals.
MINIMUM REQUIREMENTS
Education
- High school education or equivalent.
- 1-2 years of college or equivalent experience, preferred.
Certification/License
- Current state/province issued driver’s license with an acceptable driving record.
- First 30 days of employment complete PAA Curriculum Certification Dignity University.
- California Limited Life Individual Agent License
Experience
- 2-5 years of Business to Consumer, Inside Homes/Remote Sales experience (preferred but not required).
- 1-2 years of industry experience (preferred but not required).
- 3-5 years in transferable experience.
Knowledge, Skills, and Abilities
- Exceptional level of professionalism.
- Strong telephone, interpersonal, and communications skills.
- High level of compassion and integrity.
- Strong “one call/visit close” ability.
- Must be able to multi-task, set priorities, and manage appointments.
- Experience with in-home and/or seminar-based sales is preferred.
- Proficient computer skills are required, with experience working on a tablet preferred.
- Independent, self-reliant, and self-motivated.
- Excellent Customer Service Skills.
- Conveys information clearly and concisely in written and spoken communication.
- Ability to work well in a team, as well as independently.
- Resolves problems and provides solutions to customers in a timely manner.
- Time management and organizational skills.
- Must be comfortable giving sales presentations to our target market, which is
- Comprised of seniors, typically 65 .
- Reliable transportation.
- Own a cell phone.
WORK CONDITIONS
When considering the work hours associated with this job, the following factors may apply:
Work Environment
- Work indoors and outdoors during all seasons and weather conditions.
- Limited amount of local and/or multiple location traveling.
- Traveling to customer’s homes and local Business.
- Business casual attire is required when in contact with customers.
Work Postures
- Frequent, continuous periods of time standing.
- Sitting continuously for many hours per day.
- May required climbing stairs to access buildings frequently.
Physical Demands
- Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers, IPads, and phone usage.
- Move, push and pull up to 25 lbs.
- Driving to and from appointments.
Work Hours
- This outside sales position may require varied work hours depending on customer needs.
- Working beyond “standard” hours as the need arises.
- Travel locally, with the distance varying depending on the market.