Pre-Planning Advisor

Job Responsibilities

• 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.
• Explain and present 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.
• Buils 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.
• Licenses: 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.