Re-engagement Planning Advisor

Service Corporation International; Pelham (AL); On-site; USD 42,000 - 65,000; Full time

Job summary

Service Corporation International is seeking a Re-Engagement Planning Advisor to learn the industry, products, and insurance options, and to master CRM and contracting software. The role focuses on proactively setting appointments and engaging prospective clients in purchasing pre-planned funeral services and cemetery properties.

Responsibilities include building relationships, managing CRM notes, scheduling evening/weekend visits, and guiding clients through the pre-planning process with

Qualifications

• High School Diploma or equivalent.
• Experience with CRM sales systems preferred.
• Excellent communication and professional demeanor.
• Able to work evenings and weekends.

Responsibilities

• Develop trusting relationships with prospective and existing client families to generate sales leads.
• Update prospective client contact information and detailed notes in CRM.
• Contact prospective clients and schedule sales appointments to meet their schedule, including evenings and weekends.
• Appointments made at customers' residence, Dignity Memorial locations or virtually.
• Explain insurance (trust) product features and complete sales and insurance contracts.
• Utilize CRM to source leads from campaigns and build sales pipeline.
• Coordinate sales efforts with team members and other departments as appropriate.
• Seek coaching to improve sales cycle and product knowledge.

Skills

CRM sales

Communication

Sales experience

Bilingual (preferred)

Education

High School Diploma or equivalent

Tools

CRM software

Proprietary contracting software

MS Office

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 arisesPostal Code: 35124Category (Portal Searching): SalesJob Location: US-AL - Pelham