• Sales Professional - Inside Sales

    SCI Shared Resources, LLC (Portland, OR)


    Our associates celebrate lives. We celebrate our associates.

     

    Consider the possibilities of joining a Great Place to Work!

     

    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 sales appointments to meet prospective client’s schedule, including evenings and weekends.

    + Appointments made at customers’ residence, Dignity Memorial locations or virtually

    + 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. Explains insurance (trust) product features. Completes sales and insurance (trust) contracts ensuring accuracy and completeness.

    + Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop sales pipeline.

    + 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** **Requirements

    Education

    + High School Diploma or equivalent

    Licenses

    + Ability to obtain and maintain insurance license as required by state/province

    + Current state/province issued driver’s license with an acceptable driving record

    Experience

    + Sales or Customer experience preferred

    + Previous experience with Customer Relationship Management (CRM) sales systems preferred

    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

     

    Work CONDITIONS

    Work Environment

    + Work indoors during all seasons and weather conditions

    + Comply with Corporate dress code policy

    Work Postures

    + Sitting continuously for many hours per day, up to 6 hours per day

    Physical Demands

    + Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

    Work Hours

    + Working beyond “standard” hours as the need arises

    **Compensation** : $40,000 to $100,000 targeted compensation (with higher earnings potential based on exceptional performance)

     

    Postal Code: 97220-3820

     

    Category (Portal Searching): Sales

     

    Job Location: US-OR - Portland

     

    Job Profile ID: S00158

     

    Time Type: Full time

     

    Location Name: Gateway Little Chapel of the Chimes