Re-engagement Planning Advisor

About the role

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.

Responsibilities

• Complete a training program requiring successfully completed course work, passing exams, and demonstrating the appropriate skills to begin fulfilling responsibilities.
• Actively set appointments and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned cemetery/mausoleum property to meet their personal and cultural needs.
• 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.
• Take initiative to contact prospective clients and schedule sales appointments to meet their schedule, including evenings and weekends; appointments made at customers’ residence, Dignity Memorial locations or virtually.
• Apply listening and empathy skills to facilitate 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.
• 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

• Education: High School Diploma or equivalent
• Licenses: Ability to obtain and maintain insurance license as required by state/province; current state/province issued driver’s license with an acceptable driving record
• 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