Planner - Inside Sales Representative

Job Locations US-OR-Portland


Are you an elite sales professional? Are you driven by uncapped earning potential? Are you looking for a great company that values their employees? Look no further!


Precoa is employee-focused, with a positive, upbeat culture. Work remotely from home and receive warm leads, a state-of-the-art calling application, and great hours! Be rewarded for your salesmanship with unlimited monthly bonus opportunities and a great base pay!


Precoa is a national sales and marketing company within the preneed insurance industry. We are the nation’s leading provider of an innovative marketing, lead generation, and appointment setting system called Proactive Preneed. Located in Portland, OR, Precoa has been recognized 7 years in a row by the Oregonian’s Top Workplaces, and supports our partners, both internal and external, through our core values of KINDNESS, PROGRESSION, and CRAFTSMANSHIP. We approach each interaction with these values in mind and look for employees that can positively contribute to our company and culture.


As an inside sales representative with Precoa, you will follow up with warm leads regarding their interest in preplanning and schedule times for them to meet with industry professionals in their community—all from the comfort of your home!


Main responsibilities for this role:

  • Make outbound calls to set quality appointments for industry professionals to share the importance of preplanning
  • Overcome objections and build value in appointments with warmth and empathy
  • Efficiently manage warm leads presented through our CRM system
  • Partake in various ongoing job training, along with department meetings, and All-Hands meetings


Competencies and skills needed:

  • Strong sales acumen
  • Demonstrate common sense, compassion, and empathy on the phone and with colleagues
  • Build strong relationships with customers and team members
  • Ability to sit for long periods of time on the phone
  • Knowledge of basic PC operations and software
  • Ability to type notes into CRM effectively
  • Ability to work any designated day shift (Monday-Thursday 9 hour shifts, Friday 4 hour shift and done by noon)

Education and/or Experience:

  • 1-3 + years of sales experience
  • High School diploma/GED or higher

Precoa’s Benefits:

  • Great work hours
  • Work remotely
  • Health, dental, vision insurance
  • 401k with match program
  • Generous PTO package
  • 9 paid holidays, bereavement, parental leave


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed