Sales Office Manager

## Overview Forest Lawn has always attracted unique and exceptional individuals; those who aren’t satisfied with simply building a career, but want to go home at the end of the day knowing they’ve made a profound and positive difference in people’s lives. ## Description **What You'll Be Doing** - Maintain the outside sales force structure by monitoring the percentage of time the Planning Advisors are in the office. - Responsible for the time and attendance system of new Planning Advisors during the 16-week training period. - Interview, hire, and supervise Sales Office Assistants. - Ensure all paychecks, along with paystubs, are available to the Planning Advisors in a timely manner. - Create, approve, and submit EDT for all employee data changes to Human Resources. - Review and approve and submit all invoices appropriately. - Review and track weekly verification reports from each Planning Advisor. - Review all commission statements and sales units reports for accuracy and report any discrepancies accordingly. - Distribute commissions statements, sales units report, and all other related reports to the Planning Advisors and resolve any questions, concerns, or request for corrections. - Print and evaluate, on a weekly basis, delinquent reports for National Guardian Life, and make available to the Planning Advisors. Print property delinquency reports and provide to the affected Planning Advisors. - Evaluate, alert, and work with Planning Advisors to correct any omissions or errors in contracts. - Work closely with the Client Accounts department on a variety of issues. - Manage technology issues in the office. - May assist Field Sales Manager with the training of new Planning Advisors and technology-deficient existing Planning Advisors on the usage of equipment and software provided by the Association, including equipment such as PC’s, laptops, cellular phones, printers, fax and copy machines, etc. - Oversee communication between Planning Advisor and Client Accounts. - Oversee communication between Planning Advisors and Funeral Planning Insurance Company designated by Forest Lawn. - Ensure the security and confidentiality of data and client information and ensure office policies and procedures are adhered to. - Acquire thorough knowledge of Sales Rules and Forest Lawn policies and procedures. - Review all property contracts and insurance applications submitted by Planning Advisor for accuracy, validity of the lead source, and account for all funds submitted. - Schedule and conduct monthly safety meetings or as directed by the Office of the Sr. Vice President of Advance Planning. - Manage a petty cash budget for the office. - Collect relevant documents and other evidentiary material regarding sales disputes. - Formulate any reports in Excel, Word, and MS Outlook as needed. - Ensure that all deeds sent to the region for the purpose of delivery to the families are prepared, registered in the ledger, and promptly delivered and reported as delivered. - Assist Regional Sales Director with the organization of events, ensure that the displays and material needed are available and in good working order. ## Requirements - HS Diploma/GED required - 3 years’ experience in sales environment. - Prior Management experience - Attainment of Life Insurance License within six months of hire date - Basic knowledge of MS Word, MS Excel, and MS Outlook - Excellent Customer Service and communication skills - Must be able to problem solve – think outside the box and within Forest Lawn policies to get Planning Advisors what they need to successfully complete their sale. **Preferred Qualifications** - Bilingual - Knowledge of CRM or Salesforce system - Cemetery/Mortuary or Insurance sales experience - AA or BA degree **Competitive Benefits** Forest Lawn takes pride in offering an excellent benefits package to our employees, which taken as a whole, leads our industry and is competitive with the benefits in just about any other industry.? [Click here to lear…