Sales Office Manager

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.