Company: Envoi CCorp
Posted on: May 16, 2022
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
Guides families on their Envoi journey and is the primary liaison
throughout the process.
Responds to inquiries in a timely, respectful, sensitive, and
Connects with families through listening, honest communication, and
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
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
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
Obtains referrals from families served by Envoi.
Maintains and tracks activity levels to ensure productivity.
Collaborates with multiple stakeholders with a customer-centric
approach to ensure that each family receives the absolute best
Communicates daily with team to ensure a seamless service for each
Thoroughly and completely reviews previous services and contacts
with families to prepare to support current needs and or sales.
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
High school diploma or equivalent
1-2 years of college or an equivalent of education and
Experience 1-2 years of customer service or sales industry
Current state/province issued driver's license with an acceptable
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
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
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.
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
The noise level in the work environment is usually
Keywords: Envoi CCorp, Cerritos , Sales Guide, Sales , Cerritos, California
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