Pre Planning Advisor Trainee

Service Corporation International; Austin (TX); Remote; USD 45,000 - 75,000; Full time

Job summary

Service Corporation International seeks a sales professional to drive revenue for Dignity Memorial and related services. You will develop community relationships, qualify leads from campaigns, and schedule appointments with families at need or for pre-need planning.

You will follow up with families, provide excellent service, and share referrals for future business while working evenings and weekends as needed.

Qualifications

• Education: High school diploma or equivalent; college coursework preferred.
• Experience: sales experience preferred, CRM experience a plus.
• Licenses: Life insurance license where required; company will support obtaining licensing.
• Skills: public speaking, ability to work evenings and weekends, bilingual is a plus.

Responsibilities

• Achieve monthly sales revenue quota by presenting funeral and pre-need services to families.
• Self-generate leads through community engagement and marketing events; qualify and schedule appointments.
• Develop relationships with families, address concerns, and provide exceptional service through aftercare.
• Collaborate with management and staff to improve processes and share family feedback.

Skills

Public speaking

Goal oriented

Self-starter

Teamwork

Bilingual

Education

High school diploma or equivalent

College coursework preferred

Tools

CRM software

Job description

Our associates celebrate lives. We celebrate our associates. Working from home, presents at-need cemetery and pre-need arrangement services and products to consumers. Responsible for achieving monthly sales target. As a self-starter, develops relationships within the community to generate qualified leads. Follows up on leads generated from marketing campaigns to qualify lead and schedule sales appointments. Follow-up with client families for referrals by establishing professional relationships and service excellence.

Job Responsibilities Revenue Generation

Responsible for attaining or exceeding monthly sales revenue quota. Applying sales skills, presents Dignity Memorial® Personal Planning Guide electronic power point presentations to consumers informing them of at-need cemetery and pre-need arrangement services and products. Influences consumer on the benefits of pre-planning for a soft close. Guides and tours prospective families through cemetery grounds or crematory mausoleums actively listening to needs, asking probing questions, and discussing options. Develops an understanding of each family’s unique needs and offers solutions to meet their needs. Provides service beyond expectations to form the foundation for future sales. Promotes the SCI Brand and service excellence. Following company processes and procedures, thoroughly and accurately completes contracts; follows up on outstanding documents and family questions. Provides and walks family through final contract. Addresses final questions.

Prospecting

Self-initiates leads throughout the community, professional networks, civic, businesses, and organizations by building professional and reliable relationships. Prospects at least 50% of workday such as approaching families face-to-face during events, door knocking, or seminars. Maintains and tracks activity levels in Customer Relationship Management (CRM) database to ensure productivity, often works nights and weekends Obtains referrals from families served through after care visits (ACV). Schedules sales appointments. Based on qualifying lead, prepares marketing materials or cultural knowledge for appointments.

Build Relationships with Families

Establishes and maintains professional and service oriented relationships with families by connecting with the family, resolving their concerns and needs, and meeting commitments. Connects with families through listening, honest communication and genuine concern Supports families in time of grief with acts of kindness; attends services and/or receptions. Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future.

Teamwork

Collaborates and builds professional working relationships with management and staff to provide high quality services and improve processes Shares family concerns with rest of the SCI team

Minimum Requirements

Education High school diploma or equivalent required college coursework preferred License Funeral Directors License where required by state law Life Insurance license where required by state law; company will support obtaining licensing Current state/province issued driver’s license with an acceptable driving record Experience Sales experience preferred Industry experience a plus Previous Customer Relationship Management (CRM) systems experience a plus

Skills and Abilities

Computer and technology skills Goal oriented self-starter Public speaking ability; comfortable presenting to small groups Ability to work well in a team, as well as independently Ability to work a significant number of evenings and weekends Bilingual is a plus

Postal Code: 78757 Category (Portal Searching): Sales Job Location: US-TX - Austin

Who we are. What we do.

We are a company committed to supporting families at difficult times. Nowhere will you find a group of caregivers and teams more passionate about the work they do or more invested in the well-being of the families they serve. The Dignity Memorial name is a symbol of trust and a mark of excellence. As the largest provider of funeral, cemetery and cremation services in North America, we're dedicated to celebrating the life and legacy of every loved one with professionalism, compassion and attention to detail that is second to none. "SCI” refers to Service Corporation International and its affiliates.

Equal Opportunity Employer, M/F/D/V SCI Shared Resources, LLC is committed to an inclusive, barrier-free recruitment and selection process. On request, we will seek to provide appropriate accessibility options to all applicants with disabilities.