Re-engagement Planning Advisor

Sci Corp; Pelham (AL); On-site; USD 50,000 - 100,000; Full time

Job summary

Dignity Memorial in Pelham, AL, seeks a proactive Re-Engagement Planning Advisor to grow sales of pre-planned funeral services and cemetery properties. You will learn the industry, products, and CRM tools to support families in choosing services that meet their cultural needs.

This role focuses on building trust with client families, scheduling appointments at homes, at Dignity Memorial locations, or virtually, including evenings and weekends, and delivering service with a technology-driven,

Qualifications

• High School Diploma or equivalent.
• Ability to obtain and maintain an insurance license.
• Valid state driver’s license with a clean driving record.

Responsibilities

• Develop trusting relationships with prospective and existing client families to generate sales leads.
• Schedule in-person or virtual sales appointments, including evenings and weekends.
• Explain insurance (trust) product features and complete contracts with accuracy.
• Utilize CRM to source leads and manage the sales pipeline.
• Coordinate sales efforts with team members and other departments.

Skills

MS Office proficiency

CRM software

CRM and social networking apps

Professional communication

Bilingual

Education

High School Diploma or equivalent

Tools

MS Office

CRM software

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

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