Sales Professional - Inside Sales

S.E. Combined Services of Florida; Tucson (AZ); On-site; USD 50,000 - 100,000; Full time

Job summary

S.E. Combined Services of Florida seeks an energetic professional to engage families, present funeral service options, and guide them through decision-making.

You will manage contracts, maintain client records in Salesforce, and coordinate with funeral and cemetery teams to ensure a seamless experience. The role requires a high school diploma, a life insurance license where required, and at least 1 year of customer service or sales experience.

Qualifications

• Bilingual in Spanish and English; strong verbal communication skills.
• At least 1 year of customer service or direct sales experience.
• Life Insurance License as required by state regulatory board.

Responsibilities

• Connect with families, listen and present services and options clearly.
• Enter selections into electronic contract and obtain signatures.
• Drive company vehicle to show cemetery plots or niches.
• Follow up with families and coordinate with funeral/cemetery teams.
• Maintain leads in Salesforce and aim for 4-to-1 close rate.
• Prepare for appointments based on disclosed needs and confirm them.
• Comply with regulations and company policies; escalate non-routine issues.

Skills

Bilingual Spanish/English

Customer service

Direct sales

Verbal communication

CRM proficiency

Education

High School Diploma or GED

College coursework (sophomore level) preferred

Tools

Salesforce

Job description

Job Responsibilities

Connects with families through listening, honest communication and genuine concern developing an understanding of each family's unique needs, culture, and concerns. Presents electronic presentations to customers, explaining services, products, and property options. Drives company vehicle to show customer available cemetery plots or columbarium niches. Discusses options with customer answering their questions to assist with making selections. Enters selections into electronic contract. Obtains supporting documents to verify customer authorization. Review electronic contract selections with customer and obtain signature. Obtain life insurance policy, payment, or discuss payment options.

As the family's primary contact, follows up with family as arrangements progress, address issues or changes, and resolve the family's concerns. Collaborates with funeral and cemetery teams to provide seamless, high quality service. Takes initiative to resolve customer concerns, discusses concern and options with team members or management, obtains authorizations, and follows up with customer in person, phone, and/or email.

Greets and escorts immediate family. Attends visitations, services, and receptions to answer guest questions or address and resolve issues. Softly obtains warm leads from attending family and guests who express an interest in pre-need arrangements.

Review warm leads for potential customers, approximately 25% of workweek. Places outgoing calls to warm leads establishing initial contact, listening to needs, and schedule a formal appointment. Provides prospective customer with industry marketing materials. At least twenty-four hours prior to appointment, confirms appointment; rescheduling as needed. Prepares for appointments based on customers previously disclosed needs.

Maintains leads in SalesForce.com database. Monitors progress to achieve 4 to 1 close rate. Utilizes on-line training tools to gain knowledge and skills as well as rehearse presentations for continual improvement.

Learning to apply knowledge and skills to the business environment. Works under guidance with work peer reviewed for accuracy, quality, and coaching. Completes routine work following established procedures and complying with regulations and policies; escalates non-routine issues for assistance. Exhibits accountability for behaviors. Ensures compliance with local, state, and federal regulations.

Takes the initiative to discuss assignments, expectations, priorities and deadlines as well as seek guidance and coaching from manager. Adjusts effectively to work within new work structures, processes, requirements or cultures.

Minimum Requirements

Education

High School Diploma or GED; College coursework at the sophomore level preferred. In lieu of college courses, an additional two years of directly related work experience in business administration, sales, or marketing may be considered.

Licenses

Current state issued driver's license with an acceptable driving record to drive company owned vehicles; Life Insurance License as required by state regulatory board.

Experience

At least 1 year customer service or direct sales work experience

Knowledge, Skills and Abilities

Bilingual in Spanish and English; Computer skills; Professional verbal communication skills; Willingness to work in the death industry; Must have a positive attitude, a drive to continually advance your understanding of the industry and business, and is highly self-motivated; Ability to build professional and trusting business relations; Cognitive ability including reasoning, planning, identify problems, comprehend ideas, learn quickly, learn from experience, and appropriately apply learning to new situations.; Process and results oriented, motivated to keep projects moving ahead by identifying obstacles to management; Ability to comply with company policies including but not limited to punctuality/attendance, workplace safety, and project a favorable image of the company; Available to work nights, weekends, and overtime; Must be able to pass the Company's internal presentation certification within thirty days of employment

Compensation

Target Compensation Range: $50,000 to $100,000 annually. The estimated total target compensation for this position in the first year typically ranges from $50,000 to $100,000 annually based on a strong commission-based incentive structure. In subsequent years, sales professionals commonly earn $100,000 to $150,000 or more annually. Actual compensation will vary based on individual performance, geographic location, and applic