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Inside Sales Professional

If you are interested in becoming an Inside Sales Professional after reading the job description below, 

send your résumé to Greg Harris at Greg.Harris@CloverdaleFuneralHome.com

Inside Sales Professional

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The Family Service Counselor is accountable for assisting families in making cemetery arrangements through the selection and purchase of cemetery property, merchandise, and services on at-need or pre-need basis, ensuring the expectations of client families and their guests are exceeded.

  • Meets with client families at the time of need or on a pre-need basis to ensure that they are presented with all options pertaining to interment, cemetery property, and related merchandise and services.

  • Establishes a professional relationship with client families to ensure that all needs are being met.

  • Represents the company in a professional and caring manner, maintaining a professional personal appearance and employing honesty, integrity, and ethical methods of performing duties.

  • Provides tours and guides families that visit the cemetery to lot locations.

  • Attends services and visitations for client families whenever possible to foster relationships, ensures excellent service, and develops potential referrals.

  • Completes required paperwork, insures proper interment verification process, and conducts blind checks, ensuring
    compliance with all relevant state and industry regulations and in accordance with company policies and procedures.

  • Is responsible for adhering to pricing structures, completing all paperwork accurately and timely, and for submitting all contracts, required documents, and payments to the business office within required deadlines.

  • Develops new prospects and community-based contacts.

  • Makes presentations at the business location, at client family homes, and at public community events highlighting merchandise, services, and the benefits of pre-need arranging.

  • Maintains positive and proactive communication and cooperation with all funeral homes, departments, and team members to ensure a smooth service process for the family.

  • Actively participates in all required location and company training initiatives.

  • Reports all progress to the Sales Manager (or Unit Leader) as directed, completing and submitting all required reports in a timely manner.

  • Schedules and conducts aftercare appointments to ensure client family satisfaction and obtain referrals.

  • Consistently meets or exceeds company standards in revenue generation in order to maintain employment and benefits eligibility status.

  • Complies with all company procedures for customer service when dealing with families, handling complaints, completing post-interment service activities, and performing other duties necessary to ensure quality service levels.

  • Protects confidentiality of company and client family information, including sales and marketing programs and materials, names and addresses of client families and employees, and other related information.

  • Performs other duties as assigned.

 

Requirements

 

  • College degree or some college preferred.
  • Proven track record of success in inside sales production strongly preferred.
  • May require the possession (or ability to obtain) an insurance license as required by applicable law.
  • Valid state-issued driver’s license in good standing and acceptable driving record.
  • Basic overall computer proficiency. 
  • Ability to read and interpret company policies, procedures, contracts, insurance documents, and pricing structures or lists.

  • Ability to effectively present information to client families, co-workers, and leadership.

  • Ability to effectively work and develop sales leads and referrals from recognized sources and approved methods. 

  • Ability to compute discount, interest, profit, and loss; commission, markup, and selling price; and ability to calculate surfaces.

  • Ability to effectively utilize all sales training and techniques to fulfill production requirements.

  • Effective and professional communication skills, with an emphasis on verbal skills and the ability to resolve and respond to issues in a professional, friendly, and courteous manner.

  • Ability to empathize with client families and demonstrate tact and patience in emotionally charged situations.

  • Ability to rapidly assess the needs of client families and quickly adapt to changing circumstances.

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