Pre-Need Funeral Sales Specialist

Service Corporation International

Dallas (TX)

Hybrid

USD 50,000 - 100,000

Full time

4 days ago
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Job summary

Service Corporation International in Dallas is seeking a Sales Trainee to learn the funeral industry, products, and CRM systems while completing coursework and exams.

You will meet with client families to discuss pre-planned services and cemetery properties, aiming to meet revenue targets and deliver compassionate service.

This role requires evening and weekend availability and a proactive, technology-driven approach.

Qualifications

  • High School Diploma or equivalent.
  • Ability to obtain and maintain insurance license as required by state.
  • Current state/province driver’s license with acceptable driving record.
  • Sales or customer experience preferred.
  • Experience with CRM systems preferred.
  • Bilingual, knowledge of another language preferred.

Responsibilities

  • Develop trusting relationships with prospective and existing client families to generate sales leads.
  • Input prospective client contact information in CRM system.
  • Contact prospective clients and schedule sales appointments, including evenings and weekends.
  • Explain insurance product features and complete sales and insurance contracts.
  • Utilize CRM to source leads and develop sales pipeline.
  • Collaborate with Funeral Director and family on pre-need sales; coordinate with teams.
  • Seek coaching to improve sales cycle, techniques, software proficiency, and product knowledge.

Skills

Bilingual

Education

High School Diploma or equivalent

Tools

CRM software
MS Office
Proprietary contracting software

Job description

Service Corporation International in Dallas is seeking a Sales Trainee to learn the funeral industry, products, and CRM systems while completing coursework and exams.

You will meet with client families to discuss pre-planned services and cemetery properties, aiming to meet revenue targets and deliver compassionate service.

This role requires evening and weekend availability and a proactive, technology-driven approach.

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