[Hiring] Pre-Planning Advisor Trainee @Service Corporation International

Role Description

Our associates celebrate lives. We celebrate our associates. Working from home, presents at-need cemetery and pre-need arrangement services and products to consumers. Responsible for achieving monthly sales target. As a self-starter, develops relationships within the community to generate qualified leads. Follows up on leads generated from marketing campaigns to qualify lead and schedule sales appointments. Follow-up with client families for referrals by establishing professional relationships and service excellence.

Job Responsibilities

• Revenue Generation
  • Responsible for attaining or exceeding monthly sales revenue quota.
  • Applying sales skills, presents Dignity Memorial® Personal Planning Guide electronic power point presentations to consumers informing them of at-need cemetery and pre-need arrangement services and products.
  • Influences consumer on the benefits of pre-planning for a soft close.
  • Guides and tours prospective families through cemetery grounds or crematory mausoleums actively listening to needs, asking probing questions, and discussing options.
  • Develops an understanding of each family’s unique needs and offers solutions to meet their needs.
  • Provides service beyond expectations to form the foundation for future sales.
  • Promotes the SCI Brand and service excellence.
  • Following company processes and procedures, thoroughly and accurately completes contracts; follows up on outstanding documents and family questions.
  • Provides and walks family through final contract. Addresses final questions.
• Prospecting
  • Self-initiates leads throughout the community, professional networks, civic, businesses, and organizations by building professional and reliable relationships.
  • Prospects at least 50% of workday such as approaching families face-to-face during events, door knocking, or seminars.
  • Maintains and tracks activity levels in Customer Relationship Management (CRM) database to ensure productivity, often works nights and weekends.
  • Obtains referrals from families served through after care visits (ACV).
  • Schedules sales appointments. Based on qualifying lead, prepares marketing materials or cultural knowledge for appointments.
• Build Relationships with Families
  • Establishes and maintains professional and service oriented relationships with families by connecting with the family, resolving their concerns and needs, and meeting commitments.
  • Connects with families through listening, honest communication and genuine concern.
  • Supports families in time of grief with acts of kindness; attends services and/or receptions.
  • Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future.
• Teamwork
  • Collaborates and builds professional working relationships with management and staff to provide high quality services and improve processes.
  • Shares family concerns with rest of the SCI team.

Qualifications

• High school diploma or equivalent required.
• College coursework preferred.

Requirements

• Funeral Directors License where required by state law.
• Life Insurance license where required by state law; company will support obtaining licensing.
• Current state/province issued driver’s license with an acceptable driving record.
• Sales experience preferred.
• Industry experience a plus.
• Previous Customer Relationship Management (CRM) systems experience a plus.
• Computer and technology skills.
• Goal oriented self-starter.
• Public speaking ability; comfortable presenting to small groups.
• Ability to work well in a team, as well as independently.
• Ability to work a significant number of evenings and weekends.
• Bilingual is a plus.

Company Description