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 sales and onboarding. The Field Sales – Field Trainer is connected with one of our nationally partnered funeral homes, representing them through preneed funeral sales. This position requires a quick learner who can grasp the unique Precoa business model as well as implement successful sales strategies. The Field Sales – Field Trainer role is a launch pad for additional responsibilities and opportunities for advancement. This position is on the front lines of the company and is the key to making sure our Partner Funeral Homes are meeting their preneed sales goals.
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 Sales – 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
- 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
- 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 & 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
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
