Re-engagement Planning Advisor

About the role

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 include completing a training program which requires successfully complete course work, passing exams, and demonstrating the appropriate skills to begin fulfilling the following responsibilities. Compassionate and results-driven sales representative to 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. Take pride in service excellence and a technology rich company to support revenue quota achievement.

Responsibilities

• Develop trusting relationships with prospective and existing client families in order to generate sales leads.
• Updating prospective client contact information and detailed notes in Customer Relationship Management (CRM) sales system.
• Take initiative to contact prospective clients and schedule sales appointments to meet prospective client’s schedule, including evenings and weekends. Appointments made at customers’ residence, Dignity Memorial locations or virtually.
• Applying listening and empathy skills facilitates prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs.
• Explains insurance (trust) product features.
• Completes 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 sales pipeline.
• Coordinates 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.

Qualifications

• High School Diploma or equivalent
• Ability to obtain and maintain 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
• 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 environment

• Work indoors during all seasons and weather conditions
• Comply with Corporate dress code policy
• Sitting continuously for many hours per day, up to 6 hours per day
• Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage
• Working beyond "standard" hours as the need arises

Pay

Target Compensation Range: $50,000 to $100,000 annually. The estimated total target compensation for this position in the first year typically ranges from $50,000 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. (Note: As part of the total compensation plan, this position pays no less than $10.00 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