Re-engagement Planning Advisor

Service Corporation International; Brownsville (TX); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

401(k)

Medical Insurance

Dental Insurance

Vision Insurance

Paid Vacation

Job summary

Service Corporation International in Brownsville, TX, is hiring a Re-Engagement Planning Advisor to learn our products, finance/insurance options, and CRM tools. You will engage clients, set appointments, and complete sales and insurance contracts to meet personal and cultural needs.

You will work evenings and weekends, update CRM records, and collaborate with teams to grow revenue through compassionate service and technology-enabled processes. Bilingual proficiency is appreciated.

Qualifications

• High School Diploma or equivalent.
• Ability to obtain and maintain an insurance license as required by state.
• Current valid driver's license with acceptable driving record.
• Sales or customer experience preferred.
• CRM experience preferred.

Responsibilities

• Develop trusting relationships with prospective and existing client families to generate sales leads.
• Update prospective client information and notes in the CRM system.
• Schedule sales appointments, including evenings and weekends, at various locations.
• Explain insurance (trust) product features and complete contracts accurately.
• Coordinate sales efforts with team members and departments; seek coaching to improve skills.

Skills

CRM software

MS Office

Social networking apps

Bilingual

Education

High School Diploma or equivalent

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 RESPONSIBILITIESDevelop 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 virtuallyApplying 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 RequirementsEducationHigh School Diploma or equivalentLicensesAbility to obtain and maintain insurance license as required by state/provinceCurrent state/province issued driver’s license with an acceptable driving recordExperienceSales or Customer experience preferredPrevious experience with Customer Relationship Management (CRM) sales systems preferredKnowledge, Skills and AbilitiesProficient computer skills including MS office suiteProficient computer skills with CRM and Social Networking Apps preferredProfessional demeanor and communication skillsBilingual, knowledge of another language preferredProfessional attire required when meeting with clients or representing the companyAvailable to work evenings and weekendsWork CONDITIONSWork EnvironmentWork indoors during all seasons and weather conditionsComply with Corporate dress code policyWork PosturesSitting continuously for many hours per day, up to 6 hours per dayPhysical DemandsPhysical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usageWork HoursWorking beyond “standard” hours as the need arisesTarget Compensation Range: $50,000 to $100,000 annually. The estimated total target compensation for this position in the first year typically ranges from $50,000 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 $10.00 per hour for all hours worked)Benefits:Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care)*Health Savings Account with Company Contribution*Sick Leave*Short-Term Disability*Long-Term Disability*Life Insurance*Voluntary Accidental Death or Dismemberment Insurance*Dependent Life Insurance*SCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program#SCIPostal Code: 78521Category (Portal Searching): SalesJob Location: US-TX - BrownsvillePay: $50,000.00 - $100,000.00 per yearBenefits:* 401(k)* 401(k) matching* Dental insurance* Health insurance* Vision insuranceWork Location: In person