Pre-Planning Advisor Trainee

About the role

Work from home presenting at-need cemetery and pre-need arrangement services and products to consumers. As a self-starter, you will develop relationships within the community to generate qualified leads and achieve monthly sales targets.

Responsibilities

• Attain or exceed monthly sales revenue quota by presenting Dignity Memorial® Personal Planning Guide electronic presentations to consumers.
• Influence consumers on the benefits of pre-planning and guide them through cemetery grounds or crematory mausoleums, actively listening to their needs and offering tailored solutions.
• Provide service beyond expectations to build trust and form the foundation for future sales.
• Promote the SCI Brand and service excellence while following company processes to complete contracts accurately and address family questions.
• Self-initiate leads through community engagement, professional networks, civic organizations, and businesses by building reliable relationships.
• Prospect for at least 50% of the workday through face-to-face interactions, door knocking, or seminars, often working nights and weekends.
• Maintain and track activity levels in the Customer Relationship Management (CRM) database to ensure productivity.
• Obtain referrals from families served through aftercare visits (ACV) and schedule sales appointments.
• Establish and maintain professional, service-oriented relationships with families by connecting with them, resolving concerns, and meeting commitments.
• Support families in times of grief with acts of kindness, such as attending services or receptions.
• Collaborate with management and staff to improve processes and provide high-quality services.
• Share family concerns with the SCI team to ensure continuous support.

Requirements

• High school diploma or equivalent required; college coursework preferred.
• Funeral Directors License where required by state law.
• Life Insurance license where required by state law; company will support obtaining licensing.
• Current state/province-issued driver’s license with an acceptable driving record.
• Sales experience preferred; industry experience a plus.
• Previous Customer Relationship Management (CRM) systems experience a plus.

Skills and Abilities

• Computer and technology skills.
• Goal-oriented self-starter.
• Public speaking ability; comfortable presenting to small groups.
• Ability to work well in a team and independently.
• Willingness to work a significant number of evenings and weekends.
• Bilingual ability is a plus.

Job Location: US-CO - Wheat Ridge