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The Virtual 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 virtually, including evenings and weekends. 
• 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

• Insurance license preferred, but not required
• 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

Postal Code: 77019

Category (Portal Searching): Sales

Job Location: US-TX - Houston