Outside Sales Advisor

California Prearrangement Advisors

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.