Outside Sales Advisor

Our associates celebrate lives. We celebrate our associates.

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: 93110

Category (Portal Searching): Sales

Job Location: US-CA - Santa Barbara