Re-engagement Planning Advisor

7 days ago


Richmond, United States Service Corporation International Full time

All current associates must apply through "My Career" on your Workday Homepage.

Consider the possibilities of joining a Great Place to Work

The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance/insurance options (trust), services, as well as the use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities include completing a training program which requires successfully completing coursework, passing exams, and demonstrating the appropriate skills to begin fulfilling the following responsibilities.

We are looking for a compassionate and results-driven sales representative to actively set appointments and engage prospective clients in 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
  1. Develop trusting relationships with prospective and existing client families in order to generate sales leads. Update prospective client contact information and detailed notes in the Customer Relationship Management (CRM) sales system.
  2. Take initiative to contact prospective clients and schedule sales appointments to meet prospective clients’ schedules, including evenings and weekends.
  3. Appointments made at customers’ residences, Dignity Memorial locations, or virtually.
  4. Applying listening and empathy skills facilitates prospective clients through the pre-planning process and selection of services and property that most appropriately meet their needs. Explain insurance (trust) product features. Complete sales and insurance (trust) contracts ensuring accuracy and completeness.
  5. Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop a sales pipeline.
  6. Coordinate sales efforts with team members and other departments as appropriate.
  7. Seek out manager’s coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.
MINIMUM REQUIREMENTSEducation
  • High School Diploma or equivalent.
Licenses
  • Ability to obtain and maintain an insurance license as required by state/province.
  • Current state/province issued driver’s license with an acceptable driving record.
  • State Funeral Directors License.
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 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, including paperwork, calculators, computers, and phone usage.
WORK HOURS
  • Working beyond “standard” hours as the need arises.

Postal Code: 23231

Category (Portal Searching): Sales

Job Profile ID: S00158

Time Type: Full time

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