Pre-Planning Advisor

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.

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: 61604

Category (Portal Searching):
Sales

Job Location:

US-IL - Peoria