Pre-Planning Advisor

Service Corporation International; Omaha (NE); Hybrid; USD 45,000 - 85,000; Full time

Job summary

Service Corporation International is seeking Pre-Arrangement Advisors to generate sales from company-provided leads across multiple channels. The role emphasizes in-person family meetings and preplanning seminars, with optional remote selling when needed.

You will convert leads, maintain client networks and use Salesforce to track activity. The position requires a high school diploma, Funeral Director license in applicable states, and 2–5 years of B2C/inside sales or related experience.

Qualifications

• High school diploma or equivalent.
• Funeral Director License in specified states.
• First 30 days of employment complete PAA Curriculum Certification Dignity University.
• 2-5 years of B2C/Inside sales experience preferred.
• 1-2 years of industry experience preferred.
• 3-5 years of transferable experience.

Responsibilities

• Convert company-provided leads into sales.
• Maintain a network of customers from company-provided leads.
• Builds and maintains a network of sources to identify new sales leads.
• Demonstrate products/services to meet customer needs.
• Ensure customer satisfaction and post-sale support.
• Daily use of Salesforce or applicable CRM system.
• Attend daily/weekly/monthly calls and training.
• Report sales and appointments to Sales Manager.
• Comply with industry compliance throughout the sales process.
• Other responsibilities as assigned.

Skills

Professionalism

Telephone skills

Interpersonal skills

Communication (written & spoken)

Multi-tasking

Time management

Tour/field sales

Independent/self-motivated

Problem solving

Office suite basics

Education

High School Diploma or Equivalent

Funeral Director License – specific states

Tools

Salesforce

Job description

Pre-Arrangement Advisors are responsible for generating sales thru company-provided leads from multiple channels. Our primary focus is in-person meetings with families and preplanning seminars regarding prearranging. We also have the ability to sell remotely when necessary, and the Company will provide necessary telecommunication platforms to the Pre-Arrangement Advisors.

JOB RESPONSIBILITIES

• Convert Company provided leads into sales.
• Maintain a network of customers from Company provided leads.
• Builds and maintains a network of sources from which to identify new sales leads.
• Communicates with customers and leads to identify and understand their product or service needs; identifies and suggests products and services to meet those needs.
• Demonstrates the functions and utility of products or services to customers based on their needs.
• Ensures customer satisfaction through ongoing communication and relationship management; resolves any issues that may arise post-sale.
• Daily use of SalesForce or applicable CRM system.
• Attend daily/ weekly/monthly calls, training, call blocks, floor time in the office or home.
• Report daily, weekly, monthly sales and appointments to Sales Manager
• Comply with industry compliance during the entire sales process
• Other responsibilities as assigned.

MINIMUM Requirements

Education

• High school diploma or Equivalent

Certification/License

• Appropriate Funeral Director License in Specific States Only
• First 30 days of employment complete PAA Curriculum Certification Dignity University

Experience

• 2-5 years of Business to Consumer, Inside Homes/Remote Sales experience (preferred but not required)
• 1-2 years of industry experience (preferred but not required)
• 3-5 years in transferable experience

Knowledge, Skills and Abilities

Exceptional level of professionalism

Strong telephone, interpersonal and communications skills

High level of compassion and integrity

Must be able to multi task, set priorities and manage appointments

Experience with in-home and/or seminar based sales preferred

Proficient computer skills required, with experience working on a tablet preferred

Independent, self-reliant, and self-motivated

Conveys information clearly and concisely in written and spoken communication

Resolves problems and provides solutions to customers in a timely manner

Time management and organizational skills

Entry level Microsoft Office Suite (Word, Excel, Outlook)

Reliable transportation

Own a Cellphone

Work CONDITIONS

When considering the work hours associated with this job, the following factors may apply:

• Work indoors and outdoors during all seasons and weather conditions
• Limited amount of local and/or multiple location traveling
• Traveling to customer’s homes and local Business
• Business casual attire is required when in contact with customers.

Work Postures

• Frequent, continuous periods of time standing
• Sitting continuously for many hours per day
• May required climbing stairs to access buildings frequently

Physical Demands

• Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers, IPads, and phone usage
• Move, push and pull up to 25 lbs.
• Driving to and from appointments

Work Hours

• This outside sales position may require varied work hours depending on customer needs.
• Travel locally with the distance varying depending on the market.

Service Corporation International is North America’s leading provider of death care services, operating numerous funeral homes and cemeteries under the Dignity Memorial® brand.

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