Bachelor's degree in relevant field or 4 years of sales management experience
Valid California Driver's License with active auto insurance
Ability to obtain Cemetery Salesperson License
Must acquire Full Life Insurance License within six months of hire
Proficient in MS Word, Excel, and Outlook
Strong customer service and communication skills
Availability for flexible hours, including evenings and weekends.
Responsibilities
Promote sales and enhance the business and goodwill of Forest Lawn
Partner with HR to recruit new Planning Advisors
Instruct and supervise Planning Advisors in their duties and compliance
Assist Planning Advisors in generating leads, presenting, and making sales
Support Planning Advisors in their sales efforts and training
Assign delinquent policies equitably to Planning Advisors
Manage marketing communications and oversee performance during phone nights
Benefits
Competitive benefits package leading in the industry
Health and wellness programs
Retirement savings options
Paid time off and holidays
Opportunities for professional development
Full Job Description
Description
What You'll Be Doing
Promote sales and enhance the business and goodwill of Forest Lawn.
Partner with Human Resources to recruit new Planning Advisors
Instruct and supervise Planning Advisors in their duties, including Forest Lawn's sales business policies as well as all applicable law, policies, and procedures.
Assist and supervise Planning Advisors in generating customer leads, giving presentations, and making sales.
Support all Planning Advisors in their sales efforts.
Report and document personnel issues to Regional Sales Manager and Human Resources in a timely manner.
Perform any action necessary to render complete services to Forest Lawn and its customers.
Assign delinquent policies in an equitable manner to Planning Advisors, who will be responsible to follow up with the family or as instructed by Regional Sales Manager.
Train Planning Advisors on the usage of the equipment and software provided to them.
Ensure that Planning Advisors are able to conduct essential duties, including being capable of completing contracts and documents related to those duties.
Support Regional Sales Director in his/her effort to develop and grow the business in the region.
Assign Planning Advisors to specific areas for prospecting and ensure new advisors are able to conduct a park tour and present the planning center.
Manage one or more phone nights each week and ensure that advisors are using proper phone techniques.
Oversee all marketing pieces to be sent out.
Attend all managers' meeting and promote Forest Lawn through approved community events.
Assist the Regional Sales Director in conducting weekly sales meetings.
Manage the region in the absence of the Regional Sales Director.
Requirements
Required Qualifications
Bachelor's degree (B.A.) from four-year College or university; and / or 4-year sales management experience
Valid CA Driver's License, including state required levels of active auto insurance, and the use of a reliable personal vehicle
Must be able to acquire Cemetery Salesperson License
Attainment of Full Life Insurance License within six months of hire date
Knowledge of MS Word, MS Excel, and MS Outlook
Excellent Customer Service and communication skills
Ability to work flexible hours including evenings, weekends and holidays.
Preferred Qualifications
Cemetery and/or Mortuary experience
Bilingual
Knowledge of CRM or Salesforce system
Competitive Benefits
Forest Lawn takes pride in offering an excellent benefits package to our employees, which taken as a whole, leads our industry and is competitive with the benefits in just about any other industry.
Click here to learn more about our benefit offerings.
