ROLE OVERVIEW
As a Pre-Planning Advisor, you will be prospecting to schedule appointments, presenting to client families in the field, families' homes, or public spaces, and educating them on how to secure their preneed arrangements.
JOB RESPONSIBILITIES
Lead Generation (50% of Time)
· Consistently networks and builds relationships to generate leads for both funeral and cemetery pre-need arrangements using company tools, processes, and standards.
· 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, group seminars, or via phone through Call, Text, and Email.
· Generate referrals from families served and through networking activities.
· Networks and builds community and civic relationships.
· Explains and presents the Dignity Memorial® Personal Planning Guide to families served and referred families.
· Maintains and tracks daily activity levels to ensure productivity utilizing the company CRM.
Build Relationships with Families (40% of Time)
· 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
· Responds to client inquiries in a timely, respectful, sensitive and professional manner
· Supports families in time of grief with acts of kindness
· Connects with families through listening, honest communication and genuine concern
· Develops an understanding of each family’s unique needs and offers solutions that provide value to them
· Prepares for all appointments and performs all functions with professionalism and attention to detail
· 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 (10% of Time)
· Consistently builds relationships and works cooperatively with all members of the location staff, including both cemetery and funeral associates and leaders.
· Shares family feedback with rest of the SCI team
· Continue to improve individual skillset and knowledge to support overall location team growth.
Compensation
$50,000 to $100,000 targeted compensation (with higher earnings potential based on exceptional performance)
MINIMUM Requirements
Experience
· One to two years’ sales experience
· Previous experience with Customer Relationship Management (CRM) systems is a plus
Education
· High school education
License
· Current state/province-issued driver’s license with an acceptable driving record
· Must be willing to obtain a state-issued cemetery license, if applicable
· Must be willing to obtain an insurance license, if applicable
· In states/provinces where required, you must hold a valid Funeral Directors License
Knowledge, Skills, and Abilities
· Intermediate computer and technology skills within a sales environment
· Ability to work well in a team, as well as independently
· Remains flexible with schedule to achieve results; often works nights and weekends.
· Good driving record
· Strong work ethic and high level of integrity
· Creative, outgoing, and energetic
· Professional comfort level presenting in front of peers, leadership, and the community
· Desire to help others
· Bilingual or multilingual is a plus
WORK CONDITIONS
Work Environment
· Work indoors and or outdoors during all seasons and weather conditions
· Local and/or multiple location traveling may be required
· Comply with the Field dress code policy
Work Postures
· Frequent, continuous periods of time standing, up to 6 hours per day
· Sitting continuously for many hours per day, up to 6 hours per day
· Climbing stairs to access buildings frequently
Physical Demands
· Physical effort requiring manual dexterity is required, including paperwork, calculators, computers, and phone usage
· Lifting, pushing, pulling up to 20 pounds
Work Hours
· Working beyond “standard” hours as the need arises
Job Type: Full-time
Pay: $50,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Travel reimbursement
- Tuition reimbursement
- Vision insurance
Work Location: In person
