Role Description
Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPA serves families in a professional, caring and timely manner. Follow-up and generation of referrals from client families are integral to success and to establish a strong service relationship with families. The PPA also develops relationships with the community.
Job Responsibilities
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Lead Generation
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Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery arrangements and pre-need arrangements using company tools, processes and standards.
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Holds self accountable for prospecting a minimum of 4 hours every day (if working 8 hours) such as approaching families face-to-face during events, door knocking or group seminars.
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Obtains referrals from families served by the location by following up through visits with families after the service.
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Networks and builds community and civic relationships.
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Explains and presents Dignity Memorial® Personal Planning Guide presentations to families served and referred families.
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Maintains and tracks activity levels to ensure productivity.
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Remains flexible with schedule to achieve results; often works nights and weekends.
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Build Relationships with Families
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Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through.
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Responds to client inquiries in a timely, respectful, sensitive and professional manner.
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Supports families in time of grief with acts of kindness.
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Connects with families through listening, honest communication and genuine concern.
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Develops an understanding of each family’s unique needs and offers solutions that provide value to them.
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Stays in touch with families to ensure satisfaction.
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Prepares for all appointments and performs all procedures with professionalism and attention to detail.
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Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships.
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Builds trust-based relationships to earn the right to ask for referrals.
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Earns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning.
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Teamwork
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Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staff.
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Collaborates and teams with funeral directors, location managers, and other members of funeral home and/or cemetery staff, to provide seamless, high quality service.
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Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future.
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Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and/or sales.
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Acts as one team, setting arrangement continuation visits within two to three days after the service.
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Shares family concerns with rest of the SCI team.
Qualifications
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High school education or equivalent.
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1-2 years of college or equivalent experience.
Requirements
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Current state/province issued driver’s license with an acceptable driving record.
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In states/provinces where required, must hold a Funeral Directors License to perform this role.
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Sales experience or one to two years industry experience or equivalent education.
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Previous experience with Customer Relationship Management (CRM) systems is a plus.
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Basic computer and technology skills within a sales environment.
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Ability to work well in a team, as well as independently.
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Ability to work beyond “standard” hours as the need arises.
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Good driving record.
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Good work ethic.
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High-level of integrity.
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Creative, outgoing and energetic.
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Comfortable presenting in front of others.
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Desire to help others.
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Bilingual, knowledge of another language is a plus.
Company Description