Sales Professional - Outside Sales

Our associates celebrate lives. We celebrate our associates. 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.

• 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 by establishing and maintaining strong business relationships, 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 family members and the family’s relatives and friends, by educating them on the benefits of pre‑planning.
• 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.

• High school education or equivalent.
• 1-2 years of college or equivalent experience.

• Current state/province issued driver’s license with an acceptable driving record.
• In states/provinces where required, must be willing to acquire an Oregon Insurance License to perform this role.

• Sales experience or one to two years industry experience or equivalent education.
• Previous experience with Customer Relationship Management (CRM) systems is a plus.

• 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.

• $40,000 to $100,000 targeted compensation (with higher earnings potential based on exceptional performance).

Equal Opportunity Employer, M/F/D/V SCI Shared Resources, LLC is committed to an inclusive, barrier-free recruitment and selection process. On request, we will seek to provide appropriate accessibility options to all applicants with disabilities.