Sales Professional
3 weeks ago
Our associates celebrate lives. We celebrate our associates.
Consider the possibilities of joining a Great Place to Work
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 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
- Holds 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
- Obtains referrals from families served by the location by following up through visits with families after the service
- Networks and builds community and civic relationships
- Explains and presents Dignity Memorial® Personal Planning Guide presentations to families served and referred families
- Maintains and tracks activity levels to ensure productivity
- Remains 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
- Responds to client inquiries in a timely, respectful, sensitive and professional manner
- Supports families in time of grief with acts of kindness
- Connects with families through listening, honest communication and genuine concern
- Develops an understanding of each family’s unique needs and offers solutions that provide value to them
- Stays in touch with families to ensure satisfaction
- Prepares for all appointments and performs all procedures with professionalism and attention to detail
- Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships
- Builds trust-based relationships to earn the right to ask for referrals
- Earns 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 builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staff
- Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service
- Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future
- Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales
- Acts as one team, setting arrangement continuation visits within two to three days after the service
- Shares 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
**Work CONDITIONS**
**Work Environment**
- Work indoors and outdoors during all seasons and weather conditions
- Local and/or multiple location traveling required
- Comply with dress code policy
**Work Postures**
- Sitting continuously for many hours per day, up to 6 hours per day
- May climb stairs to access buildings
**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
Compensation:
**Salary**:
$16.00\hour ($33,280 - $80,000 annualized targeted first year earnings)
Benefits: Part-time associates working an average 20 hours a week may be eligible for 401(k
Postal Code: 92683
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