Re-engagement Planning Advisor - SCI Shared Resources, LLC

Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! 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 **Compensation** $16.00/hour ($33,280-$80,000 annualized targeted first year earnings) Re-engagement planning advisor commission plan is based on exceeding defined quotas. Postal Code: 92404 Category (Portal Searching): Sales Job Location: US-CA - San Bernardino Job Profile ID: S00158 Time Type: Part time Location Name: Mt. View Mortuary & Cemetery