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 field management and onboarding. The Field Manager – Field Trainer manages Precoa’s Proactive Model within a territory of Advanced Funeral Planners (AFP) and Precoa’s funeral home accounts. This position is on the front lines of the company and is the key to making sure our Partner Funeral Homes and AFPs are progressing and that company key performance indicators (KPIs) are being met.
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 Manager – 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
- Maintain relationships with key accounts
- Manage Precoa’s relationship with funeral home owners and staff
- Lead consumer sales presentations both in the field and within the funeral home
- Promote local lead generation with Advance Funeral Planners (AFPs)
- Train Advance Funeral Planners on Precoa’s Web Portal
- Ride along on Advance Funeral Planners appointments with interested consumers
- Attend company sales meetings and events
- Develop and lead local and regional trainings on Precoa’s sales techniques
- Assist with Precoa’s local recruiting efforts
Field Trainer
- Serve as an onboarding consultant to Field Managers
- Travel to new accounts to help onboard them and/or new sales agents
- Be an expert on Precoa’s insurance carrier partner products, paperwork, 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
- Manage complex relationships with funeral home owners and their staff
- Train and communicate to a wide variety of sales agent learning styles
- Identify sales talent, onboard, and train new sales agents, including those new to the profession
- 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
- 3-5+ years professional sales, training and coaching experience
- Previous role with high travel requirements
- 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
