Job Description

We are seeking a highly driven and activity-oriented Institutional Sales & Outreach Specialist to generate measurable growth in inbound funeral service calls through consistent institutional outreach.

This is a high-activity, field-based role requiring daily prospecting, in-person visits, and structured follow-up.

You will not close the final sale. Your responsibility is to generate the opportunity.

Revenue begins with outreach — and this role drives that pipeline.

Monthly Performance expectations:

The right candidate must be comfortable operating with clear activity and performance expectations:

• Conduct 12–15 institutional visits per week
• Conduct 6 In-Service presentation meetings weekly
• Execute 2 engagement events per month (luncheons, educational sessions, appreciation events, community presentations)
• Reactivate inactive institutional accounts
• Maintain structured weekly follow-up cadence
• Track all activity in CRM daily
• Drive measurable increase in inbound calls from assigned accounts

This position is measured by:

• Institutional activity levels
• Account activation
• Inbound call growth
• Revenue attributed to outreach efforts

What You Will Be Doing

• Building relationships with hospitals, hospices, skilled nursing facilities, consulates, and community leaders
• Scheduling and conducting in-service presentations
• Representing the organization professionally in the field
• Developing new institutional accounts through proactive outreach
• Maintaining consistent visibility and presence in the community
• Creating referral momentum that converts into revenue

This is not a passive relationship role. It requires discipline, initiative, and consistent field activity.

Requirements

• Proven outbound sales or B2B prospecting experience.
• Comfortable with cold calling and in-person visits
• Experience in healthcare, insurance, or institutional markets preferred
• Professional presentation skills
• Bilingual English/Spanish
• KPI-driven and accountable
• Ability to travel 75% of the time (mileage reimbursement provided).
• Must have a personal vehicle for work-related travel.
• Proficiency in Microsoft Office and Google Suite applications.

Benefits

• Competitive base salary
• Performance bonuses
• Growth opportunities within expanding organization

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Mileage reimbursement
• Paid time off
• Vision insurance

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