Sales Guide

Company: Envoi CCorp
Location: Cerritos
Posted on: May 16, 2022

Job Description:

Envoi is seeking an Envoi Sales Guide to work on a Full-time basis. This is a great opportunity to work closely with a team of dedicated professionals.

JOB RESPONSIBILITIES
Customer Experience
Guides families on their Envoi journey and is the primary liaison throughout the process.
Responds to inquiries in a timely, respectful, sensitive, and professional manner
Connects with families through listening, honest communication, and genuine concern.
Works with each client to understand their unique needs and offers solutions that provide value to them.
Stays in touch with families throughout their journey to ensure the best possible customer experience
Prepares for all appointments and performs all procedures with professionalism and attention to detail
Builds trust-based relationships to earn the right to ask for referrals.
Earns the right to gain referrals to offer protection to protect family members the family's relatives, and friends, by educating them on the benefits of pre-planning
Leads.
Follows up on every single lead and ensures maximum touch points with every family.
Utilizes Customer Relationship Management (CRM) tool to ensure that each lead has follow-up documentation and maximizes productivity
Obtains referrals from families served by Envoi.
Maintains and tracks activity levels to ensure productivity.

TEAMWORK
Collaborates with multiple stakeholders with a customer-centric approach to ensure that each family receives the absolute best care
Communicates daily with team to ensure a seamless service for each client family
Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales.
QUALIFICATIONS
To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MINIMUM REQUIREMENTS
Education
High school diploma or equivalent
1-2 years of college or an equivalent of education and experience
Experience 1-2 years of customer service or sales industry experience preferred.
Licenses
Current state/province issued driver's license with an acceptable driving record
Hold a Life-Limited Insurance License or Ability to obtain an insurance license within 30 days of hire.
KNOWLEDGE, SKILLS, AND ABILITIES
Must be able to pass the Company's internal presentation certification within thirty days of hire
Ability to work several evenings and on weekends every month
Ability to drive frequently

Flexible hours but, when necessary, must have the ability to work up to 12 hours in a day
Ability to treat others with empathy and respect
Customer service skills
Knowledge of computers and some software
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee is occasionally required to walk; climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 10 pounds.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.

Keywords: Envoi CCorp, Cerritos , Sales Guide, Sales , Cerritos, California