Re-engagement Advisor

Service Corporation International

Westminster (MD)

On-site

USD 75,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Medical

Dental

Vision

Flexible Spending Accounts

Health Savings Account with Company0

Sick Leave

Short-Term Disability

Long-Term Disability

Life Insurance

401(k) Retirement Savings Plan with/—

Employee Assistance Program

Job summary

Service Corporation International seeks a results-driven Re-Engagement Planning Advisor to learn our industry, products, and CRM systems, and to connect with prospective clients for pre-planned funeral and cemetery services.

The role emphasizes relationship-building, scheduling flexibility, and the ability to meet personal needs through empathetic consultations, with a strong commission component shaping total earnings.

Qualifications

High School Diploma or equivalent.
Experience with CRM systems is preferred.
Excellent communication and customer service skills.

Responsibilities

Develop trusting relationships with prospective and existing client families to generate sales leads and update CRM with notes.
Schedule sales appointments including evenings and weekends.
Appointments conducted at clients' residence, SCI locations or virtually.

Skills

Sales experience

CRM software proficiency

Communication skills

MS Office

Bilingual

Customer service

Education

High School Diploma

Tools

CRM software

Contracting software

Job description

Our associates celebrate lives. We celebrate our associates.

The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities include completing a training program which requires successfully complete course work, passing exams, and demonstrating the appropriate skills to begin fulfilling the following responsibilities.

Compassionate and results-driven sales representative to actively set appointments and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned cemetery/mausoleum property to meet their personal and cultural needs. Take pride in service excellence and a technology rich company to support revenue quota achievement.

JOB RESPONSIBILITIES

Develop trusting relationships with prospective and existing client families in order to generate sales leads. Updating prospective client contact information and detailed notes in Customer Relationship Management (CRM) sales system.
Take initiative to contact prospective clients and schedule sales appointments to meet prospective client’s schedule, including evenings and weekends.
Appointments made at customers’ residence, Dignity Memorial locations or virtually
Applying listening and empathy skills facilitates prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs. Explains insurance (trust) product features. Completes sales and insurance (trust) contracts ensuring accuracy and completeness.
Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop sales pipeline.
Coordinates sales efforts with team members and other departments as appropriate.
Seek out manager’s coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.

MINIMUM Requirements

Education

High School Diploma or equivalent

Licenses

Ability to obtain and maintain insurance license as required by state/province
Current state/province issued driver’s license with an acceptable driving record

Experience

Sales or Customer experience preferred
Previous experience with Customer Relationship Management (CRM) sales systems preferred

Knowledge, Skills and Abilities

Proficient computer skills including MS office suite
Proficient computer skills with CRM and Social Networking Apps preferred
Professional demeanor and communication skills
Bilingual, knowledge of another language preferred
Professional attire required when meeting with clients or representing the company
Available to work evenings and weekends

Work CONDITIONS

Work Environment

Work indoors during all seasons and weather conditions
Comply with Corporate dress code policy

Work Postures

Sitting continuously for many hours per day, up to 6 hours per day

Physical Demands

Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours

Working beyond “standard” hours as the need arises

#SCI

Target Compensation Range: $75,000 to $100,000 annually.The estimated total target compensation for this position in the first year typically ranges from $75,000 to $100,000 annually based on a strong commission-based incentive structure. In subsequent years, sales professionals commonly earn $100,000 to $150,000 or more annually. Actual compensation will vary based on individual performance, geographic location, and applicable business conditions.

(Note: As part of the total compensation plan, this position pays no less than $18.00 per hour for all hours worked)

Benefits