Sales Professional

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Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services.

The PPA serves families in a professional, caring and timely manner.

Follow-up and generation of referrals from client families are integral to success and to establish a strong service relationship with families.

The PPA also develops relationships with the community.

JOB RESPONSIBILITIES Lead Generation * Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery arrangements and pre-need arrangements using company tools, processes and standards * Holds self accountable for prospecting a minimum of 4 hours every day (if working 8 hours) such as approaching families face-to-face during events, door knocking or group seminars * Obtains referrals from families served by the location by following up through visits with families after the service * Networks and builds community and civic relationships * Explains and presents Dignity Memorial Personal Planning Guide presentations to families served and referred families * Maintains and tracks activity levels to ensure productivity * Remains flexible with schedule to achieve results; often works nights and weekends Build Relationships with Families * Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through * Responds to client inquiries in a timely, respectful, sensitive and professional manner * Supports families in time of grief with acts of kindness * Connects with families through listening, honest communication and genuine concern * Develops an understanding of each family's unique needs and offers solutions that provide value to them * Stays in touch with families to ensure satisfaction * Prepares for all appointments and performs all procedures with professionalism and attention to detail * Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships * Builds trust-based relationships to earn the right to ask for referrals * Earns the right to gain referrals to offer protection to protect family members, and the family's relatives and friends, by educating them on the benefits of pre-planning Teamwork * Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staff * Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service * Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future * Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales * Acts as one team, setting arrangement continuation visits within two to three days after the service * Shares family concerns with rest of the SCI team MINIMUM Requirements Education * High school education or equivalent * 1-2 years of college or equivalent experience License * Current state/province issued driver's license with an acceptable driving record * In states/provinces where required, must hold a Funeral Directors License to perform this role Experience * Sales experience or one to two years industry experience or equivalent education * Previous experience with Customer Relationship Management (CRM) systems is a plus Knowledge, Skills and Abilities * Basic computer and technology skills within a sales environment * Ability to work well in a team, as well as independently * Ability to work beyond "standard" hours as the need arises * Good driving record * Good work ethic * High-level of integrity * Creative, outgoing and energetic * Comfortable presenting in front of others * Desire to help others * Bilingual, knowledge of another language is a plus Postal Code: 32837 Category (Portal Searching): Sales Job Location: US-FL - Orlando