Field Sales Representative

5 hours 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 Overview:

This position is a unique blend of sales and onboarding, requiring a quick learner who can grasp the Precoa business model and implement successful sales strategies. The Field Sales - Field Trainer role is a launch pad for additional responsibilities and opportunities for advancement.

Essential Duties and Responsibilities:
  • 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 Responsibilities:
  • 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 and 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

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