Outside Sales Advisor

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. Build and maintain a network of sources from which to identify new sales leads. Communicate with customers to understand their product or service needs and suggest products and services to meet those needs. Demonstrate the functions and utility of products or services to customers based on their needs. Ensure customer satisfaction through ongoing communication and relationship management; resolve any issues that may arise post-sale. Use SalesForce or applicable CRM system daily. Use an 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 the Sales Manager. Comply with industry compliance during the entire sales process. Maintain and track activity levels to ensure productivity. Remain flexible with schedule to achieve results; often work nights and weekends. Other responsibilities as assigned. Build Relationships with customers Establish and maintain strong business relationships with client families. Respond to client inquiries in a timely, respectful, sensitive, and professional manner. Stay in touch with customers to ensure satisfaction. Prepare for all appointments and perform all procedures with professionalism and attention to detail. Provide service beyond expectations to ensure satisfaction and lay the foundation for future sales based on long‑term relationships. Build 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 communication 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. Resolve problems and provide solutions to customers in a timely manner. Time management and organizational skills. Must be comfortable giving sales presentations to seniors, typically 65+. Reliable transportation. Own a cell phone. Work Conditions Work Environment Work indoors and outdoors during all seasons and weather conditions. Limited amount of local and/or multiple location traveling. Travel 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 require climbing stairs to access buildings frequently. Physical Demands Physical effort requiring manual dexterity is required, including paperwork, calculators, computers, iPads, and phone usage. Move, push and pull up to 25 lbs. Drive to and from appointments. Work Hours This outside sales position may require varied work hours depending on customer needs. Work beyond standard hours as the need arises. Travel locally, with the distance varying depending on the market. Job Location: US-CA - Roseville Time Type: Full time #J-18808-Ljbffr Service Corporation International