Re-engagement Planning Advisor

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. 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.

JOB 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.

MINIMUM 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 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 is required, includes paperwork, calculators, computers and phone usage

Work Hours

• •Working beyond “standard” hours as the need arises
• •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 $15.00 per hour for all hours worked)

Postal Code: 35124

Category (Portal Searching): Sales

Job Location: US-AL - Pelham