At a glanceSummarised by Seekless from the posting.
Must have13
High school education or equivalent
Current state/province issued driver's license with an acceptable driving record
In states/provinces where required, must hold a Funeral Directors License to perform this role
Sales experience or one to two years industry experience or equivalent education
Basic computer and technology skills within a sales environment
Ability to work well in a team, as well as independently
Ability to work beyond standard hours as the need arises
Good driving record
Good work ethic
High-level of integrity
Creative, outgoing and energetic
Comfortable presenting in front of others
Desire to help others
Nice to have3
1-2 years of college or equivalent experience
Previous experience with Customer Relationship Management (CRM) systems is a plus
Bilingual, knowledge of another language is a plus
Skills
CRM
About the company
Our associates celebrate lives. We celebrate our associates.
About the role
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
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
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
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
Minimum Requirements
Education
•
High school education or equivalent
•
1-2 years of college or equivalent experience
License
•
Current state/province issued driver’s license with an acceptable driving record
•
In states/provinces where required, must hold a Funeral Directors License to perform this role
Experience
•
Sales experience or one to two years industry experience or equivalent education
•
Previous experience with Customer Relationship Management (CRM) systems is a plus
Knowledge, Skills and Abilities
•
Basic computer and technology skills within a sales environment
•
Ability to work well in a team, as well as independently
•
Ability to work beyond “standard” hours as the need arises
•
Good driving record
•
Good work ethic
•
High-level of integrity
•
Creative, outgoing and energetic
•
Comfortable presenting in front of others
•
Desire to help others
•
Bilingual, knowledge of another language is a plus
Compensation: $40,000 to $100,000 targeted compensation (with higher earnings potential based on exceptional performance)
#SCI
Postal Code: 47150Category (Portal Searching): SalesJob Location: US-IN - New Albany