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The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPAR 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 PPAR also develops relationships with the community.
Job Responsibilities
Lead Generation
- Consistently network and build relationships to generate recommendations for gaining referrals for both at-need cemetery arrangements and pre-need arrangements using company tools, processes, and standards.
- Hold yourself accountable for prospecting a minimum of 4 hours daily (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 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 work nights and weekends.
Build Relationships with Families
- Establish and maintain strong relationships with families by connecting, relating, resolving concerns, and following through.
- Respond to client inquiries in a timely, respectful, and professional manner.
- Support families in times of grief with acts of kindness.
- Connect with families through listening, honest communication, and genuine concern.
- Understand each family’s unique needs and offer valuable solutions.
- Stay in touch to ensure satisfaction.
- Prepare for all appointments and perform procedures professionally and attentively.
- Provide service beyond expectations to ensure satisfaction and foster future sales.
- Build trust-based relationships to earn referrals.
- Educate families on the benefits of pre-planning to gain referrals and protect family members.
Teamwork
- Build relationships and work cooperatively with Funeral Directors and other staff.
- Collaborate with team members to provide seamless, high-quality service.
- Support ongoing relationships from at-need services through aftercare and future protection.
- Review previous family contacts to support current needs and sales.
- Act as one team, setting follow-up visits within 2-3 days after services.
- Share family concerns with the SCI team.
Minimum Requirements
Education
- High school diploma or equivalent.
- 1-2 years of college or relevant experience.
License
- Valid driver’s license with an acceptable record.
- CA Life Insurance License is a plus.
Experience
- Sales experience or 1-2 years industry experience or equivalent education.
- Experience with CRM systems is a plus.
Knowledge, Skills, and Abilities
- Basic computer and tech skills in a sales environment.
- Ability to work independently and in a team.
- Willingness to work beyond standard hours as needed.
- Good driving record, strong work ethic, high integrity.
- Creative, outgoing, energetic, comfortable presenting publicly.
- Desire to help others; bilingual skills are a plus.
Work Conditions
Work Environment
- Indoor and outdoor work in all weather conditions.
- Local/multiple location travel required.
- Dress code adherence.
Work Postures
- Sitting for up to 6 hours daily.
- May need to climb stairs.
Physical Demands
- Manual dexterity for paperwork, computers, phones.
Work Hours
- Willingness to work beyond standard hours as needed.
Salary & Benefits
Salary: $17.27/hour + commissions (targeted first-year earnings: $33,280 - $80,000).
Benefits include medical, dental, vision, flexible spending, HSA, sick leave, disability, life insurance, 401(k), EAP, and more.
Additional Information
Criminal background check required due to job duties involving working with families and confidential info. Convictions related to job duties may impact employment.