Entry Level

Outside Sales Advisor

Santa Barbara, US · On-site

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

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

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.

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