Re-engagement Sales Advisor

2 weeks ago

Burnaby, Canada Forest Lawn Funeral Home Full time

The Re-Engagement 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, including evenings and weekends.
- Appointments made at customers’ residence, Dignity Memorial locations or virtually
- 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**

**Licenses**
- Valid 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

**Job Types**: Full-time, Part-time

Pay: From $20.00 per hour

Expected hours: 40 per week

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Schedule:

- Monday to Friday

Licence/Certification:

- Driving Licence (required)

Work Location: In person

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