Field Sales

2 months ago

Portland, United States Precoa Full time
Description

Position at Precoa

INTERNAL APPLICANTS PREFERRED

Company Overview

Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®. Our core values of kindness, progression and craftsmanship have led us to be named one of The Oregonian's top workplaces for eight consecutive years, and we support our funeral home partners with these core values in mind.

Founded in 2004, Precoa employs over 400 employees, plus a network of more than 600 independent preneed agents across the nation, all of whom are passionately focused on one thing: helping people plan today so their families can focus on connection when they need it most.

Position Overview

This position is a unique blend of sales and onboarding. The Field Sales - Field Trainer is connected with one of our nationally partnered funeral homes, representing them through preneed funeral sales. This position requires a quick learner who can grasp the unique Precoa business model as well as implement successful sales strategies. The Field Sales - Field Trainer role is a launch pad for additional responsibilities and opportunities for advancement. This position is on the front lines of the company and is the key to making sure our Partner Funeral Homes are meeting their preneed sales goals.

In addition, this position has a special focus on onboarding new accounts and agents through providing support to train sales agents, implement lead sources, and build relationships with funeral home staff. By working with the Field Director, they will help identify and prioritize which Field Managers and accounts need support, how best to assist them, and travel to those accounts to provide boots-on-the-ground support accordingly. As an expert in onboarding of new accounts and sales agents, the Field Sales - Field Trainer is an expert in working with all of Precoa's insurance carrier partners including their products, paperwork and processes.

Essential Duties and Responsibilities

Field Sales
  • Build and maintain meaningful relationships on both a business and consumer level
  • Meet with families and individuals in the funeral home partner's community, and assist in prearranging and prefunding funeral services through a preneed policy
  • Lead consumer sales presentations both in the field and within the funeral home
  • Efficiently manage warm leads and execute successful sales strategies, lead generation, and prospecting
  • Demonstrate common sense, warmth, and empathy as you overcome objections and build value in appointments
  • Understand and sustain the Precoa business model
  • Partake in various ongoing job training
Field Trainer
  • Serve as an onboarding consultant to Field Managers
  • Train Advance Funeral Planners on Precoa's Web Portal
  • Ride along on Advance Funeral Planners appointments with interested consumers
  • Assist with Precoa's local recruiting efforts
  • Travel to new accounts to help onboard them and/or new sales agents
  • Be an expert on Precoa's insurance carrier partner products, paperworks and processes
  • Work with new sales agents to help them obtain and maintain their license to sell insurance and become contracted with Precoa and the partner insurance carrier
  • Quickly develop relationships and build trust with Precoa Field Managers, funeral home owners, funeral home staff and sales agents
  • Utilize reporting to identify sales growth opportunities for both accounts and sales agents, and work with them to improve
  • Provide updates on account and onboarding progress to all stakeholders
  • Develop new approaches and techniques for making improvements in training programs.
Skills & Requirements
  • Ability to master the sales process and presentation within the ProActive Model
  • Analyze reporting and identify/prioritize areas of opportunity to increase production
  • Train and communicate to a wide variety of sales agent learning styles
  • Valid driver's license and reliable vehicle
  • Ability to work with a high level of ambiguity and autonomy
  • Excellent oral and written communication skills
  • Analytical ability to understand current market needs based on reporting
  • Manage time efficiently and able to prioritize time and tasks to be as effective as possible
  • Exceptional interpersonal and organizational skills
  • Willingness and ability to travel frequently
Education and/or Experience:
  • Bachelor's Degree in Business, Marketing, Communications, or equivalent professional experience preferred
  • 1-2+ years professional sales, training and coaching experience
  • Previous role with high travel requirements preferred
  • Current life insurance license, or ability to obtain


Supervisory Responsibility: This position holds supervisory responsibilities of all the region's Advanced Funeral Planners (10+ individuals) with an emphasis on those employed by Precoa.

Work Environment: Funeral homes as well as establishments around the community (homes, nursing homes, community centers). This position also requires frequent travel to and from these locations.

Travel: Frequent, including overnight travel

  • Field Sales Representative

    1 month ago

    Portland, Oregon, United States Precoa Full time

    Job Title: Field Sales - Field TrainerPrecoa is seeking a highly skilled and experienced Field Sales - Field Trainer to join our team. As a Field Sales - Field Trainer, you will be responsible for building and maintaining meaningful relationships with funeral home partners, sales agents, and consumers. You will also be responsible for training and onboarding...

  • Field Sales Representative

    3 weeks ago

    Portland, Oregon, United States Precoa Full time

    Job Title: Field Sales - Field TrainerCompany Overview:Precoa is a leader in the preneed insurance industry, providing innovative marketing, lead generation, and appointment-setting programs. Our core values of kindness, progression, and craftsmanship have led us to be named one of The Oregonian's top workplaces for eight consecutive years.Position...

  • Field Sales Representative

    4 days ago

    Portland, Oregon, United States PeopleFind Inc Full time

    Job OpportunityPeopleFind Inc. is seeking a highly motivated and experienced Field Sales Representative to join our team. As a Field Sales Representative, you will be responsible for calling on an established network of DIY Retailers, Home Centers, Hardware Stores, and Lumber Yards, representing product for a national distributor of parts, tools, and...

  • Field Sales Representative

    4 weeks ago

    Portland, Oregon, United States Pearson Lanka Full time

    Job Title: Field Sales RepresentativeWe are seeking a highly motivated and results-driven Field Sales Representative to join our team in Portland, Oregon. As a Field Sales Representative, you will be responsible for selling digital and service solutions to faculty and institutions in the higher education market.Key Responsibilities:Sell course-based...

  • Field Sales Representative

    1 month ago

    Portland, Oregon, United States Canarchy Holding Co LLC Full time

    Job SummaryWe are seeking a highly motivated and experienced Field Sales Representative to join our team at Canarchy Holding Co LLC. As a key member of our sales team, you will be responsible for driving sales growth, building strong relationships with distributors, and executing retail execution strategies in assigned territories.Key ResponsibilitiesDevelop...

  • Field Sales Executive

    2 weeks ago

    Portland, Oregon, United States A.P. Møller - Maersk AS Full time

    About the RoleWe are seeking a highly motivated and experienced Field Sales Executive to join our team at A.P. Møller - Maersk A/S. As a key member of our sales team, you will be responsible for driving revenue growth in a defined target market, building relationships with prospective and existing clients, and collaborating with sales teams to develop new...

  • Field Sales Marketing Representative

    1 month ago

    Portland, Oregon, United States Patco Brands Full time

    {"title": "Field Sales and Marketing Representative", "subtitle": "Join Patco Brands as a Field Sales and Marketing Representative and contribute to the growth of our ready-to-drink spirits category.", "content": "Patco Brands is a leading beverage company in the United States, known for its innovative approach to the ready-to-drink spirits market. As a...

  • Field Sales Marketing Representative

    3 weeks ago

    Portland, Oregon, United States Patco Brands Full time

    {"title": "Field Sales and Marketing Representative", "subtitle": "Join Patco Brands as a Field Sales and Marketing Representative and contribute to the growth of our ready-to-drink spirits category.", "content": "Patco Brands is a leading beverage company in the United States, known for its innovative approach to the ready-to-drink spirits market. As a...

  • Field Sales Representative

    3 weeks ago

    Portland, Oregon, United States Ridwell Full time

    About RidwellRidwell is a pioneering service that empowers individuals to create a waste-free future. Our mission is to make sustainability accessible and convenient for everyone.Job SummaryWe are seeking a highly motivated and charismatic Field Sales Representative to join our team. As a key member of our Door-to-Door Sales team, you will play a crucial...

  • Field Service

    1 month ago

    Portland, United States Vivint Full time

    Job Description Who we are: Power a brighter future together. One that is safe, smart and sustainable. At Vivint, we are dedicated to redefining the home experience with technology and services to create a smarter, greener, safer home that saves our 2 million customers money every month. We deliver an integrated smart home system with in-home...

  • Xfinity Field Sales Consultant

    4 weeks ago

    Portland, Oregon, United States Comcast Full time

    Job SummaryComcast is seeking a highly motivated and results-driven Field Sales Consultant to join our team. As a Field Sales Consultant, you will be responsible for promoting and selling Comcast's products and services to individual customers in your assigned territory.Key Responsibilities:Develop and execute a sales strategy to maximize sales and...

  • Field Sales Marketing Representative

    1 month ago

    Portland, Oregon, United States Patco Brands Full time

    {"title": "Field Sales and Marketing Representative", "subtitle": "Join Patco Brands as a Field Sales and Marketing Representative and contribute to the growth of our ready-to-drink spirits category.", "content": "Patco Brands is a leading beverage company in the United States, known for its innovative approach to the ready-to-drink spirits market. As a...

  • Field Sales Executive

    2 weeks ago

    Portland, Oregon, United States Maersk Agency USA, Inc. Full time

    About the RoleWe are seeking a highly motivated and experienced Field Sales Executive to join our team at Maersk Agency USA, Inc. As a key member of our sales team, you will be responsible for driving revenue growth in a defined target market, building relationships with prospective and existing clients, and collaborating with sales teams to develop new...

  • Field Sales Executive

    1 week ago

    Portland, Oregon, United States Maersk Agency USA, Inc. Full time

    Unlock Your Potential as a Field Sales ExecutiveAre you ready to take your sales career to the next level? Maersk Agency USA, Inc. is seeking a highly motivated and results-driven Field Sales Executive to join our team. As a key member of our sales team, you will be responsible for driving revenue growth in a defined target market, building relationships...

  • Technical Sales and Field Service Engineer

    3 days ago

    Portland, Oregon, United States CaptiveAire Full time

    Job SummaryCaptiveAire is seeking a skilled engineer to join our sales team, focusing on growing business with existing customers and developing new business. This role involves applications engineering, sales support, and field service work in a fast-paced environment.Key ResponsibilitiesProvide integrated application engineering and design support for...

  • Field Sales Engineer Pacific Northwest Territory

    1 week ago

    Portland, Oregon, United States Buehler An ITW Company Full time

    Job DescriptionWe are seeking a highly motivated Field Sales Engineer to join our team in the Pacific Northwest territory. As a Field Sales Engineer, you will be responsible for driving sales, managing key customer relationships, and reaching assigned sales goals.Grow Assigned Territory: Develop existing business for Buehler equipment and consumables through...

  • Field Sales Executive

    2 months ago

    Portland, Oregon, United States Thryv Full time

    About ThryvThryv fosters a vibrant and inclusive work environment that emphasizes collaboration, respect, and integrity. We are seeking motivated individuals to contribute to our mission of delivering exceptional service to our clients. This role allows for remote work while providing opportunities for in-person client engagements to gain deeper insights...

  • Field Sales Consultant

    2 months ago

    Portland, Oregon, United States Thryv Full time

    About ThryvThryv fosters a diverse and collaborative work environment that emphasizes teamwork, respect, and trust. We are dedicated to finding exceptional individuals who thrive in a team-oriented atmosphere. This position allows for remote work while providing opportunities to meet clients in person to gain insights into their business requirements.What We...

  • Field Sales Representative

    3 days ago

    Portland, Oregon, United States Sensus Full time

    Job SummaryXylem, a leading global water technology company, is seeking a Field Sales Representative to join its team. As a key member of our sales team, you will be responsible for selling Xylem's water technology solutions to customers in an assigned territory. Your primary goal will be to identify and pursue new business opportunities, while also...

  • Field Sales Consultant

    2 months ago

    Portland, Oregon, United States AlignHR Oregon Full time

    Job OverviewAre you a seasoned, self-motivated sales expert looking for an exciting opportunity with a reputable electronic security solutions provider? Do you excel in identifying new business prospects, building strong relationships, and closing sales? If so, this position may be ideal for you.About the CompanyAlignHR Oregon is transforming the security...