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Pre-Planning Advisor | SCI Jobs

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SCI Shared Resources, LLC Pre-Planning Advisor in Cleveland, Ohio

Our associates celebrate lives. We celebrate our associates.

Consider the possibilities of joining a Great Place to Work!

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: 44102

Category (Portal Searching): Sales

Job Location: US-OH - Cleveland