Karen Helkenn
San Diego,CA
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
10
10
years of professional experience
Work History
Sales Manager
Dignity Memorial
08.2024 - Current
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Lead and mentor a team of Advisors, providing coaching, sales training, and development
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning often achieving well over 100% of quota.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Pre Planning Specialist
Dignity Memorial
08.2021 - 08.2024
- Managed over 150+ cold calls and warm leads daily
- Assisted clients with pre-arranging Cemetery & Funeral services.
- Promoted to Re-Engagement team for expertise with products and client relationships.
- Sourced and converted self-generated + company-generated leads to meet/exceed quotas.
- Built long-term relationships to drive referral and repeat business.
- Completed detailed Salesforce documentation.
Family Service Counselor
Dignity Memorial
02.2016 - 08.2021
- Assisted with advanced arrangements for individuals and couples.
- Helped clients select caskets, markers and memorial options.
- Supported families on day of interment to resolve any problems and answer questions.
- Presented service options and pricing; advised on financing and insurance options.
- Visited hospitals, nursing homes and hospice facilities to build relationships and give presentations.
- Coordinated paperwork and required records to meet all business and legal requirements.
- Rookie of the Year Runner-Up; Century Club Member 2016–2021
Education
GED -
Foothills Adult School
El Cajon, CA02.2008
Skills
- Sales presentation
- Strategic account development
- Sales operation
- Sales team training
- Excellent communication skills
- Cold calling
- Empowers high-performing sales teams
- Lead database management
- Salesforce
- Time management
- Key account development
Timeline
Sales Manager
Dignity Memorial
08.2024 - Current
Pre Planning Specialist
Dignity Memorial
08.2021 - 08.2024
Family Service Counselor
Dignity Memorial
02.2016 - 08.2021
GED -
Foothills Adult School