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JOB RESPONSIBILITIES

• Reviews pre-need sales contracts, obtains required documents, verifies information for accuracy and completeness, and ensures compliance with regulations and processes.  Updates systems and links documents with contract.
• Arranges for warm lead sales meetings with potential customers.  Contractually secures meeting space, arranges for food/beverages, orders delivers desired marketing materials, and schedules sales team members to attend.  May contact potential customers’ to confirm reservation.  May set up meeting and materials.
• Review sales leads assigned to the Market, assess the customer demographics, and allocate the lead to the applicable location sales team.
• Run and export sales reports and forward to applicable Sales Manager for action.
• Self manages workload to deliver quality work on time.  Consistently applies procedures, regulations, and policies producing compliant and efficient results.  Works independently; as needed requests work be peer reviewed for accuracy and improvement.  Completes non-routine work applying experience and knowledge of procedures, regulations, and policies; escalates complex and unique issues for guidance.  Exhibits accountability for work and behaviors.
• Takes the initiative to discuss assignments, expectations, priorities and deadlines as well as seek guidance and coaching from manager.  Notifies manager when workload is light and volunteers for additional work. Adjusts effectively to work within new work structures, processes, requirements, or cultures.   Ensures compliance with local, state, and federal regulations.
• Maintains department’s standard operating procedures (SOP) and job aids.  Requests SOP & job aids peer review.  Learns how to document SOPs, appropriate level of detail, and written communication.

MINIMUM Requirements

Education & Licenses

• High School Diploma or GED

Experience

• At least two (2) years’ sales or sales support experience with database/software proficiency
• SalesForce.com software experience with Lead Generation module preferred
• MindTickle software experience a plus
• Demonstrate knowledge and application of regulations

Knowledge, Skills and Abilities

• Cognitive ability including reasoning, planning, 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 and exploring alternatives
• Knowledgeable in industry and sales acumen
• 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 across the Market
• Professional written and verbal communication skills
• Excel skills to independently add formulas, subtotals, and pivot tables to summarize data
• Proficient MS Office Suite skills