Advanced Planning Leader Classification Full-Time at Boise

Job Description

Staff Position: Unit Leader Advanced Planning

This position is responsible for successfully driving pre-need results and motivating, managing, and coaching the sales staff in most of Carriages individual businesses.

Qualifications

High School Diploma or equivalent.
College degree or some college preferred.
Proven track record of success in inside sales production strongly preferred.
May require the possession (or ability to obtain) an insurance license as required by applicable law.
Valid state-issued drivers license in good standing and acceptable driving record.
Ability to read, write, and speak English fluently.
Bilingual is a plus.
Basic overall computer proficiency.
Ability to read and interpret company policies, procedures, contracts, insurance documents, and pricing structures or list.
Ability to effectively work and develop sales leads and referrals from recognized sources and approved methods.
Ability to compute discount, interest, profit, and loss; commission, markup, and selling price; and ability to calculate surfaces.
Effectively utilizes all sales training and techniques to fulfill production requirements.
Effective and professional communication skills, with an emphasis on verbal skills and is able to resolve and respond to issues in a professional manner.
Ability to empathize with client families and their guests and demonstrate tact and patience in emotionally charged situations.
Ability to rapidly assess the needs of client families and quickly adapt to changing circumstances.
Ability to be proactive and willing to take initiative in all circumstances.
Attention to detail and follow-through.
Tactful and professional when dealing with complaints or dissatisfaction with service or merchandise.
Ability to train and energize staff.

Key Accountabilities

The Unit Leader over Advanced Planning is accountable for providing support and guidance to the advanced planning sales team, creating and driving pre-need sales strategies, and ensuring services run smoothly and that the expectations of our client families and their guests are

exceeded.

Actively provides supervision, coaching, and guidance to sales staff, making recommendations to management regarding performance, coaching, disciplinary action, and termination, when necessary.
Coordinates schedules of outside sales team with the Sales Manager.
Establishes a professional relationship with client families to ensure all needs are being met.
Meets with client families to resolve sales issues or problems.
Ensures all arrangements are in compliance with all relevant state and industry regulations and in accordance with company policies and procedures.
Leads team by example in the areas of sales activity and sales volume.
Meets with client families on a pre-need basis to ensure that they are presented with all options pertaining to interment, cemetery property, and related merchandise and services.

Represents the company in a professional and caring manner, maintaining a professional personal appearance and employing honesty, integrity, and ethical methods of performing duties.
Develops new prospects and community-based contacts.
Maintains positive and proactive communication and cooperation with all departments to ensure a smooth service process for the family.
Attends services and visitations for client families whenever available to foster relationships, ensure excellent service, and develop potential referrals.
Ensures team completes required paperwork, insuring proper internment and compliance with all relevant state and industry regulations.
Makes presentations at the business location, at client family homes, and at public community events highlighting merchandise, services, and the benefits of pre-need arranging.
Actively participates in all required location and company training initiatives.
Reports all progress to the Sales Manager as directed, completing and submitting all required reports in a timely manner.
Consistently meets or exceeds company Standards in revenue generation in order to maintain employment and benefits eligibility status.
Complies with all company procedures for customer service when dealing with families, handling complaints, completing post-interment service activities, and performing other duties necessary to ensure quality service levels.
Protects confidentiality of company and client family information, including sales and marketing programs and materials, names and addresses of client families and employees, and other related information.
May be required to assist in loading and unloading of supplies, equipment, and/or merchandise.
Identifies and remedies all hazards at location and on grounds.
Performs other duties as assigned.

Physical

The duties associated with this position are generally performed in an indoor office setting; however, some duties may be performed outdoors. Outdoor duties may subject the employee to natural elements such as inclement weather, extreme temperatures, uneven ground, dust, gas, and/or fumes. Employees in this role are regularly required to climb, sit, stand, bend, kneel, walk in neighborhoods while carrying sales materials, and frequently lift up to 25 pounds. This position may also require reaching, pushing, and pulling. The employee may also be exposed to chemicals and/or blood borne pathogens. Employees in the role must have the ability to drive a company vehicle and maintain a good driving record and be insurable under company vehicle insurance. Overtime is sometimes necessary or required.

Job Requirements

Qualifications

High School Diploma or equivalent.
College degree or some college preferred.
Proven track record of success in inside sales production strongly preferred.
May require the possession (or ability to obtain) an insurance license as required by applicable law.
Valid state-issued drivers license in good standing and acceptable driving record.
Ability to read, write, and speak English fluently.
Bilingual is a plus.
Basic overall computer proficiency.
Ability to read and interpret company policies, procedures, contracts, insurance documents, and pricing structures or list.
Ability to effectively work and develop sales leads and referrals from recognized sources and approved methods.
Ability to compute discount, interest, profit, and loss; commission, markup, and selling price; and ability to calculate surfaces.
Effectively utilizes all sales training and techniques to fulfill production requirements.
Effective and professional communication skills, with an emphasis on verbal skills and is able to resolve and respond to issues in a professional manner.
Ability to empathize with client families and their guests and demonstrate tact and patience in emotionally charged situations.
Ability to rapidly assess the needs of client families and quickly adapt to changing circumstances.
Ability to be proactive and willing to take initiative in all circumstances.
Attention to detail and follow-through.
Tactful and professional when dealing with complaints or dissatisfaction with service or merchandise.
Ability to train and energize staff.

Physical

The duties associated with this position are generally performed in an indoor office setting; however, some duties may be performed outdoors. Outdoor duties may subject the employee to natural elements such as inclement weather, extreme temperatures, uneven ground, dust, gas, and/or fumes. Employees in this role are regularly required to climb, sit, stand, bend, kneel, walk in neighborhoods while carrying sales materials, and frequently lift up to 25 pounds. This position may also require reaching, pushing, and pulling. The employee may also be exposed to chemicals and/or blood borne pathogens. Employees in the role must have the ability to drive a company vehicle and maintain a good driving record and be insurable under company vehicle insurance. Overtime is sometimes necessary or required.

Country: USA, State: Idaho, City: Boise, Company: Carriage Services Inc.