S00157 - Pre Planning Service Advisor - SCI Shared Resources, LLC

Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPAR 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 PPAR 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 **Work CONDITIONS** **Work Environment** + Work indoors and outdoors during all seasons and weather conditions + Local and/or multiple location traveling required + Comply with dress code policy **Work Postures** + Sitting continuously for many hours per day, up to 6 hours per day + May climb stairs to access buildings **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 Postal Code: 90601 Category (Portal Searching): Sales Job Location: US-CA - Whittier Job Profile ID: S00157 Time Type: Part time Location Name: Rose Hills Company