Outside Sales Advisor

SCI Shared Resources, LLC • Fremont, CA • 3h ago

Our associates celebrate lives. We celebrate our associates.

The California Prearrangement Advisors (CAPAA) play a pivotal role in generating sales through company-provided leads across various channels. The primary focus of CAPAAs involves in-person meetings with families and conducting preplanning seminars to discuss prearrangement options. CAPAAs also possess the capability to sell remotely when required, with the company providing necessary telecommunication platforms.

JOB RESPONSIBILITIES

Maintain a network of customers from Company-provided leads.

Builds and maintains a network of sources from which to identify new sales leads.

Communicates with customers to identify and understand their product or service needs; identifies and suggests products and services to meet those needs.

Demonstrates the functions and utility of products or services to customers based on their needs.

Ensures customer satisfaction through ongoing communication and relationship management; resolves any issues that may arise post-sale.

Daily use of SalesForce or applicable CRM system.

Use of iPad to complete prearrangements electronically

Attend daily, weekly,monthly calls, training, call blocks, floor time in the office or home.

Report daily, weekly, monthly sales and appointments to Sales Manager.

Comply with industry compliance during the entire sales process.

Maintains and tracks activity levels to ensure productivity.

Remains flexible with schedule to achieve results; often works nights and weekends.

Other responsibilities as assigned.

Build Relationships with customers

Establishes and maintains strong business relationships with client families.

Responds to client inquiries in a timely, respectful, sensitive and professional manner.

Stays in touch with customers to ensure satisfaction.

Prepares for all appointments and performs all procedures with professionalism and attention to detail.

Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships.

Builds trust-based relationships to earn the right to ask for referrals.

MINIMUM Requirements

Education

High school education or equivalent.

1-2 years of college or equivalent experience, preferred.

Certification/License

Current state/province issued driver's license with an acceptable driving record.

First 30 days of employment complete PAA Curriculum Certification Dignity University.

California Limited Life Individual Agent License

Experience

2-5 years of Business to Consumer, Inside Homes/Remote Sales experience (preferred but not required).

1-2 years of industry experience (preferred but not required).

3-5 years in transferable experience.

Knowledge, Skills, and Abilities

Exceptional level of professionalism.

Strong telephone, interpersonal, and communications skills.

High level of compassion and integrity.

Strong "one call/visit close" ability.

Must be able to multi-task, set priorities, and manage appointments.

Experience with in-home and/or seminar-based sales is preferred.

Proficient computer skills are required, with experience working on a tablet preferred.

Independent, self-reliant, and self-motivated.

Excellent Customer Service Skills.

Conveys information clearly and concisely in written and spoken communication.

Ability to work well in a team, as well as independently.

Resolves problems and provides solutions to customers in a timely manner.

Time management and organizational skills.

Must be comfortable giving sales presentations to our target market, which is

Comprised of seniors, typically 65 +.

Reliable transportation.

Own a cell phone.

Total Compensation: $17.00 an hour included in total compensation $85K to $100+ No cap on earnings potential - Full-time

If you are a hard-working individual with a proven track record of success, and if it is time to find your 'WHY,' please contact us to learn more.

Job Type: Full-time

Benefits:

401(k)

Health insurance

Health savings account

Professional development assistance

Referral program

Retirement plan

Physical Demands

Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers, IPads, and phone usage.

Move, push and pull up to 25 lbs.

Driving to and from appointments.

Work Hours

This outside sales position may require varied work hours depending on customer needs.

Working beyond "standard" hours as the need arises.

Travel locally, with the distance varying depending on the market.

Postal Code: 94538

Category (Portal Searching): Sales

BMS CAT • Hayward, CA • 3h ago

Sales & Marketing

BMS CAT | National Leader in Disaster Restoration Founded in 1948, BMS CAT has built a long-standing reputation as a trusted leader in disaster restoration. From initial clean-up to complete reconstruction, we support ou...

3h ago

Go to Apply

Sales Professional - Outside Sales

SCI Shared Resources, LLC • San Jose, CA • 1d ago

Sales & Marketing

Life's not about a job, it's about purpose. Do you love sales? Are you passionate about serving your community? Do you want to make a difference with your work? We're looking for a sales professional to join our dynamic...

1d ago

Go to Apply

Sales Coordinator

Robert Half • Hayward, CA • 1d ago

Sales & Marketing

Description We are looking for a detail-oriented Sales Coordinator to join our team in Hayward, California. The Sales Coordinator is responsible for providing comprehensive support to the Sales team throughout the lifecy...

1d ago

Go to Apply

Account Executive - Architecture

Cisco • San Jose, CA • 1d ago

Sales & Marketing

The application window is expected to close on: 03/14/2026 Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received . Meet the Team Acacia, a wholly owned Cisco...

1d ago

Go to Apply

National Sales Representative

Simon Roofing • San Jose, CA • 2d ago

Sales & Marketing

National Sales Representative Simon Roofing, a leading commercial roofing solutions organization, is currently seeking driven individuals to join our team as National Sales Representative. Candidates should possess at le...

2d ago

Go to Apply

Wireless Sales Pro

Acosta Group • Livermore, CA • 2d ago

Sales & Marketing

Wireless Sales Pro General Information Company: PRE-US Location: LIVERMORE, California, 94551 Ref #: 86076 Pay Rate: $ 16.90 Experience/skills and/or location may influence position wage rate Function: Brand Advocacy &am...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.