Re-engagement Planning Advisor

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

Job summary

Service Corporation International is recruiting a Re-Engagement Planning Advisor to build relationships with families and guide them through pre-planning funeral services and cemetery properties. You will manage client data in CRM, schedule appointments, and present insurance (trust) options with empathy.

The role requires adapting to client schedules, including evenings and weekends, and completing contracts accurately while collaborating with the team.

Qualifications

• High School Diploma or equivalent.
• Ability to obtain and maintain insurance license as required by state/province.
• Current driver’s license with acceptable driving record.
• Sales or customer experience preferred.
• CRM experience preferred.
• Proficient with MS Office.
• Proficient with CRM and social networking apps.
• Professional demeanor and communication skills.
• Bilingual preferred.

Responsibilities

• Develop trusting relationships with prospective and existing client families to generate sales leads.
• Update prospective client contact information and notes in CRM.
• Contact prospective clients and schedule sales appointments, including evenings and weekends.
• Appointments at clients’ residence, Dignity Memorial locations, or virtually; use listening and empathy to guide pre-planning.
• Explain insurance (trust) product features.
• Complete sales and insurance (trust) contracts accurately.
• Utilize CRM to source leads and develop sales pipeline.
• Coordinate sales efforts with team members and other departments.
• Seek coaching to improve sales techniques and software proficiency.

Skills

CRM proficiency

MS Office

Communication skills

Bilingual

Professional demeanor

Sales experience

Education

High School Diploma or equivalent

Insurance license eligibility

Tools

CRM systems

Social networking apps

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

Target 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 $15.00 per hour for all hours worked)

Postal Code: 35124 Category (Portal Searching): Sales Job Location: US-AL - Pelham

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.