Pre Planning Service Advisor

Dignity Memorial; Austin (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Dignity Memorial is seeking a Pre-Planning Advisor in Austin, TX to drive pre-need arrangements and services with a professional, caring approach. The role focuses on generating referrals, servicing families, and building community relationships through events and personal outreach.

You will present planning options, follow up with families after services, and collaborate with the team to ensure high-quality, compassionate client experiences while meeting quota targets.

Qualifications

• Prospecting and lead generation to meet quotas
• Builds strong relationships with families and communities
• Handles inquiries professionally and with sensitivity
• Maintains activity tracking and follows up for referrals

Responsibilities

• Consistently networks to generate referrals for funeral and pre-need services
• Prospects a minimum of 4 hours daily through events, visits and seminars
• Explains and presents planning guides to families
• Develops community relationships to support future sales
• Works with the funeral team to ensure seamless service and care

Skills

Prospecting

Relationship building

Communication

CRM software

Teamwork

Time management

Multilingual

Client facing

Education

High school diploma

1-2 years college

Tools

CRM systems

Microsoft Office

Job description

The Pre-Planning Advisor 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.

Lead Generation

• 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
• 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
• Obtains referrals from families served by the location by following up through visits with families after the service
• Networks and builds community and civic relationships
• Explains and presents Dignity Memorial® Personal Planning Guide presentations to families served and referred families
• Maintains and tracks activity levels to ensure productivity
• Remains flexible with schedule to achieve results; often works nights and weekends

Build Relationships with Families

• 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
• Develops an understanding of each family’s unique needs and offers solutions that provide value to them
• Stays in touch with families to ensure satisfaction
• Prepares for all appointments and performs all procedures with professionalism and attention to detail
• Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships
• Builds trust-based relationships to earn the right to ask for referrals
• 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

• Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staff
• Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service
• Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future
• Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales
• Acts as one team, setting arrangement continuation visits within two to three days after the service
• Shares family concerns with rest of the SCI team

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
• Desire to help others
• Bilingual, knowledge of another language is a HUGE plus