Outside Sales Advisor

Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! Pre-Arrangement Advisors are responsible for generating sales thru company-provided leads from multiple channels.

Requirements

• Convert Company provided leads into sales.
• 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 and leads to identify and understand their product or service 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;
• Daily use of SalesForce or applicable CRM system.
• 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