Re-engagement Advisor

About the Role

Our associates celebrate lives. We celebrate our associates. The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance/insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. This role involves completing a training program that includes course work, passing exams, and demonstrating skills to fulfill sales responsibilities.

As a compassionate and results-driven sales representative, you will actively set appointments and engage prospective clients in purchasing pre-planned funeral services and pre-planned cemetery/mausoleum property to meet their personal and cultural needs. You will take pride in service excellence and leverage technology to support revenue quota achievement.

Responsibilities

• Develop trusting relationships with prospective and existing client families to generate sales leads.
• Update prospective client contact information and detailed notes in the Customer Relationship Management (CRM) sales system.
• Take initiative to contact prospective clients and schedule sales appointments to meet their schedule, including evenings and weekends. Appointments may be held at customers’ residences, Dignity Memorial locations, or virtually.
• Apply listening and empathy skills to guide prospective clients through the pre-planning process and selection of services and property that meet their needs.
• Explain insurance (trust) product features and complete sales and insurance (trust) contracts, ensuring accuracy and completeness.
• Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop the sales pipeline.
• Coordinate sales efforts with team members and other departments as appropriate.
• Seek out manager’s coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.

Requirements

• High School Diploma or equivalent.
• 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.
• Sales or customer experience preferred.
• Previous experience with Customer Relationship Management (CRM) sales systems preferred.

Skills

• Proficient computer skills, including MS Office suite.
• Proficiency with CRM and social networking apps preferred.
• Professional demeanor and communication skills.
• Bilingual or 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 Environment: 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, including paperwork, calculators, computers, and phone usage.
• Work Hours: Working beyond “standard” hours as the need arises.

Pay

Target compensation range: $75,000 to $100,000 annually. The estimated total target compensation for this position in the first year typically ranges from $75,000 to $100,000 annually based on a strong commission-based incentive structure. In subsequent years, sales professionals commonly earn $100,000 to $150,000 or more annually. Actual compensation will vary based on individual performance, geographic location, and applicable business conditions. This position pays no less than $18.00 per hour for all hours worked.

Benefits

• Medical
• Dental
• Vision
• Flexible Spending Accounts (health care and dependent care)
• Health Savings Account with Company Contribution
• Sick Leave
• Short-Term Disability
• Long-Term Disability
• Life Insurance
• Voluntary Accidental Death or Dismemberment Insurance
• Dependent Life Insurance
• SCI 401(k) Retirement Savings Plan with Company match
• Employee Assistance Program