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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 to generate sales leads. Updating 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 prospective clients’ schedules, including evenings and weekends.
- Appointments made at customers’ residences, 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 a sales pipeline.
- Coordinates sales efforts with team members and other departments as appropriate.
- Seek out a 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 an insurance license as required by the 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, including 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 $ 17.81 per hour for all hours worked)
Benefits : MedicalDentalVisionFlexible Spending Accounts (health care and dependent care) *Health Savings Account with Company ContributionSick LeaveShort-Term DisabilityLong-Term DisabilityLife InsuranceVoluntary Accidental Death or Dismemberment InsuranceDependent Life InsuranceSCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program
As part of your pre-employment background check, your criminal conviction history will be verified, given that this role requires the following material job duties: Working with or around client families, colleagues, and working with confidential information. Convictions creating a direct, adverse, and negative relationship with the identified job duties may result in the withdrawal of a conditional job offer.
Postal Code: 92404
Category (Portal Searching): Sales
Job Location: US-CA - San Bernardino
Job Profile ID: S00158
Time Type: Full time
Location Name: Mt. View Mortuary & Cemetery
