Sales Office Manager

Location 18021 Chatsworth St,Granada Hills, CA, 91344,United States Base Pay $75,000.00 - $91,000.00 / Year Other Compensation Quarterly Bonuses Job Category Sales Employee Type Regular (E) (FT) Required Degree High school Manage Others Yes What You’ll Be Doing Maintain the outside sales force structure by monitoring the percentage of time the Planning Advisors are in the office. Responsible for the time and attendance system of new Planning Advisors during the 16‑week training period. Interview, hire, and supervise Sales Office Assistants. Ensure all paychecks, along with paystubs, are available to the Planning Advisors in a timely manner. Create, approve, and submit EDT for all employee data changes to Human Resources. Review and approve and submit all invoices appropriately. Review and track weekly verification reports from each Planning Advisor. Review all commission statements and sales units reports for accuracy and report any discrepancies accordingly. Distribute commissions statements, sales units report, and all other related reports to the Planning Advisors and resolve any questions, concerns, or request for corrections. Print and evaluate, on a weekly basis, delinquent reports for National Guardian Life, and make available to the Planning Advisors. Print property delinquency reports and provide to the affected Planning Advisors. Evaluate, alert, and work with Planning Advisors to correct any omissions or errors in contracts. Work closely with the Client Accounts department on a variety of issues. Manage technology issues in the office. May assist Field Sales Manager with the training of new Planning Advisors and technology-deficient existing Planning Advisors on the usage of equipment and software provided by the Association, including equipment such as PC’s, laptops, cellular phones, printers, fax and copy machines, etc. Oversee communication between Planning Advisor and Client Accounts. Oversee communication between Planning Advisors and Funeral Planning Insurance Company designated by Forest Lawn. Ensure the security and confidentiality of data and client information and ensure office policies and procedures are adhered to. Acquire thorough knowledge of Sales Rules and Forest Lawn policies and procedures. Review all property contracts and insurance applications submitted by Planning Advisor for accuracy, validity of the lead source, and account for all funds submitted. Schedule and conduct monthly safety meetings or as directed by the Office of the Sr. Vice President of Advance Planning. Manage a petty cash budget for the office. Collect relevant documents and other evidentiary material regarding sales disputes. Formulate any reports in Excel, Word, and MS Outlook as needed. Ensure that all deeds sent to the region for the purpose of delivery to the families are prepared, registered in the ledger, and promptly delivered and reported as delivered. Assist Regional Sales Director with the organization of events, ensure that the displays and material needed are available and in good working order. Requirements HS Diploma/GED required 3 years’ experience in sales environment. Attainment of Life Insurance License within six months of hire date Basic knowledge of MS Word, MS Excel, and MS Outlook Excellent Customer Service and communication skills Must be able to problem solve – think outside the box and within Forest Lawn policies to get Planning Advisors what they need to successfully complete their sale. Prior to beginning employment, all job applicants who receive a job offer will be required to voluntarily submit to a drug screening test conducted by a laboratory designated by Forest Lawn. The drug screening method is a hair collection test that will detect the use of illegal drugs within the past 90 days. A positive drug test may result in the withdrawal of the job offer. Preferred Qualifications Knowledge of CRM or Salesforce system Cemetery/Mortuary or Insurance sales experience AA or BA degree Benefits Forest Lawn takes pride in offering an excellent benefits package to our employees, which taken as a whole, leads our industry and is competitive with the benefits in just about any other industry. E-Verify Statement Forest Lawn has registered to participate in the federal government's E-Verify program. With E-Verify we are able to confirm the employment authorization of all newly hired employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. With respect to new hires, the E-Verify process is completed in conjunction with a new hire's completion of the Form I-9, Employment Eligibility Verification upon commencement of employment. E-Verify is not used as a tool to pre-screen candidates. Fair Chance Initiative for Hiring Ordinance Forest Lawn will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. #J-18808-Ljbffr DeKalb Health