Our associates celebrate lives. We celebrate our associates. The California Prearrangement Advisors (CAPAA) play a pivotal role in generating sales through company-provided leads across various channels. The primary focus of CAPAAs involves in-person meetings with families and conducting preplanning seminars to discuss prearrangement options. CAPAAs also possess the capability to sell remotely when required, with the company providing necessary telecommunication platforms. **JOB RESPONSIBILITIES** + 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 to identify and understand their product or service needs; identifies and suggests products and services to meet those 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; resolves any issues that may arise post-sale. + Daily use of SalesForce or applicable CRM system. + Use of iPad to complete prearrangements electronically + 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. + Maintains and tracks activity levels to ensure productivity. + Remains flexible with schedule to achieve results; often works nights and weekends. + Other responsibilities as assigned. **Build Relationships with customers** + Establishes and maintains strong business relationships with client families. + Responds to client inquiries in a timely, respectful, sensitive and professional manner. + Stays in touch with customers to ensure satisfaction. + Prepares for all appointments and performs all procedures with professionalism and attention to detail. + Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships. + Builds trust-based relationships to earn the right to ask for referrals. **MINIMUM** **Requirements** **Education** + High school education or equivalent. + 1-2 years of college or equivalent experience, preferred. **Certification/License** + Current state/province issued driver’s license with an acceptable driving record. + First 30 days of employment complete PAA Curriculum Certification Dignity University. + California Limited Life Individual Agent License **Experience** + 2-5 years of Business to Consumer, Inside Homes/Remote Sales experience (preferred but not required). + 1-2 years of industry experience (preferred but not required). + 3-5 years in transferable experience. **Knowledge, Skills, and Abilities** + Exceptional level of professionalism. + Strong telephone, interpersonal, and communications skills. + High level of compassion and integrity. + Strong “one call/visit close” ability. + Must be able to multi-task, set priorities, and manage appointments. + Experience with in-home and/or seminar-based sales is preferred. + Proficient computer skills are required, with experience working on a tablet preferred. + Independent, self-reliant, and self-motivated. + Excellent Customer Service Skills. + Conveys information clearly and concisely in written and spoken communication. + Ability to work well in a team, as well as independently. + Resolves problems and provides solutions to customers in a timely manner. + Time management and organizational skills. + Must be comfortable giving sales presentations to our target market, which is + Comprised of seniors, typically 65 +. + Reliable transportation. + Own a cell phone. **Work CONDITIONS** When considering the work hours associated with this job, the following factors may apply: **Work Environment** + Work indoors and outdoors during all seasons and weather conditions. + Limited amount of local and/or multiple location traveling. + Traveling to customer’s homes and local Business. + Business casual attire is required when in contact with customers. **Work Postures** + Frequent, continuous periods of time standing. + Sitting continuously for many hours per day. + May required climbing stairs to access buildings frequently. **Physical Demands** + Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers, IPads, and phone usage. + Move, push and pull up to 25 lbs. + Driving to and from appointments. **Work Hours** + This outside sales position may require varied work hours depending on customer needs. + Working beyond “standard” hours as the need arises. + Travel locally, with the distance varying depending on the market. Postal Code: 92270 Category (Portal Searching): Sales Job Location: US-CA - Rancho Mirage Job Profile ID: N00154 Time Type: Full time Location Name: Trident Society - Rancho Mirage Legacy