Pre-Planning Advisor Trainee

Job Responsibilities

• Attain or exceed monthly sales revenue quota.
• Present Dignity Memorial® Personal Planning Guide electronic PowerPoint presentations to consumers.
• Influence consumers on the benefits of pre-planning for a soft close.
• Guide and tour prospective families through cemetery grounds or crematory mausoleums.
• Develop an understanding of each family’s unique needs and offer solutions.
• Provide service beyond expectations to form the foundation for future sales.
• Promote the SCI Brand and service excellence.
• Thoroughly and accurately complete contracts; follow up on outstanding documents and family questions.
• Walk families through final contract and address final questions.
• Initiate leads throughout the community, professional networks, civic, businesses, and organizations.
• Schedule sales appointments based on qualifying leads.
• Prepare marketing materials or cultural knowledge for appointments.
• Build professional and service-oriented relationships with families.
• Connect with families through listening, honest communication, and genuine concern.
• Attend services and/or receptions to support families in times of grief.
• Represent a continuous link from services provided at need, through aftercare, to providing services to protect families in the future.
• Collaborate and build professional working relationships with management and staff.

Minimum 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.

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, as well as independently.
• Ability to work a significant number of evenings and weekends.
• Bilingual is a plus.