Sales Professional - Outside Sales

Service Corporation International; Indianapolis (IN); Hybrid; USD 42,000 - 70,000; Full time

Job summary

Service Corporation International is seeking a driven Pre-Planning Advisor (PPA) in the Indianapolis area. The role focuses on selling pre-need arrangements and services while supporting families with professionalism and compassion.

The PPA will generate referrals, maintain client relationships, and present the Dignity Memorial Personal Planning Guide. The position may require evenings and weekends and requires strong prospecting and communication skills.

Qualifications

• Education: High school education or equivalent; 1-2 years of college.
• License: valid driver’s license with a clean driving record.
• Experience: Sales or industry experience; CRM experience a plus.
• Knowledge, Skills and Abilities: teamwork, ability to work independently, flexible hours, good driving record, integrity, communication, bilingual a plus.

Responsibilities

• Lead generation through networking and referrals for funeral services and pre-need arrangements.
• Prospect a minimum of 4 hours daily when working 8 hours, via face-to-face outreach.
• Obtain referrals by following up with families after services.
• Network with community and civic organizations.
• Present Dignity Memorial Personal Planning Guide to families.
• Track activity levels and maintain productivity.
• Flexible schedule, including nights and weekends as needed.
• Build strong relationships with families and provide timely service.
• Support families in grief with empathy and clear communication.
• Coordinate with Funeral Directors and location staff to ensure seamless service.

Skills

Prospecting

CRM experience

Bilingual

Public speaking

Integrity

Education

High school diploma

1-2 years college

Tools

CRM software

Microsoft Office

Job description

Our associates celebrate lives. We celebrate our associates. Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPA serves families in a professional, caring and timely manner. Follow-up and generation of referrals from client families are integral to success and to establish a strong service relationship with families. The PPA also develops relationships with the community.

Job Responsibilities

• Lead Generation: Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery arrangements and pre-need arrangements using company tools, processes and standards.
• Hold self accountable for prospecting a minimum of 4 hours every day (if working 8 hours) such as approaching families face-to-face during events, door knocking or group seminars.
• Obtain referrals from families served by the location by following up through visits with families after the service.
• Network and build community and civic relationships.
• Explain and present Dignity Memorial® Personal Planning Guide presentations to families served and referred families.
• Maintain and track activity levels to ensure productivity.
• Remain flexible with schedule to achieve results; often works nights and weekends.

Build Relationships with Families

• Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through.
• Respond to client inquiries in a timely, respectful, sensitive and professional manner.
• Support families in time of grief with acts of kindness.
• Connect with families through listening, honest communication and genuine concern.
• Develop an understanding of each family’s unique needs and offers solutions that provide value to them.
• Stay in touch with families to ensure satisfaction.
• Prepare for all appointments and perform all procedures with professionalism and attention to detail.
• Provide service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships.
• Build trust-based relationships to earn the right to ask for referrals.
• Earn the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning.

Teamwork

• Consistently build relationships and work cooperatively with the Funeral Director and other funeral home and/or cemetery staff.
• Collaborate and team with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service.
• Represent a continuous link from services provided at need, through aftercare, to providing services to protect families in future.
• Thoroughly and completely review previous services and contacts with families to prepare to support current needs and or sales.
• Act as one team, setting arrangement continuation visits within two to three days after the service.
• Share family concerns with rest of the SCI team.

Minimum Requirements

• Education: High school education or equivalent 1-2 years of college or equivalent experience.
• License: Current state/province issued driver’s license with an acceptable driving record. In states/provinces where required, must hold a Funeral Directors License to perform this role.
• Experience: Sales experience or one to two years industry experience or equivalent education. Previous experience with Customer Relationship Management (CRM) systems is a plus.
• Knowledge, Skills and Abilities: Basic computer and technology skills within a sales environment; Ability to work well in a team, as well as independently; Ability to work beyond standard hours as the need arises; Good driving record; Good work ethic; High-level of integrity; Creative, outgoing and energetic; Comfortable presenting in front of others; Desire to help others; Bilingual, knowledge of another language is a plus.

Postal Code: 46219 Category (Portal Searching): Sales Job Location: US-IN - Indianapolis

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.