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.

• 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.
• Hold 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.
• Obtain referrals from families served by the location by following up through visits with families after the service.
• Network and build community and civic relationships.
• Explain and present Dignity Memorial® Personal Planning Guide presentations to families served and referred families.
• Maintain and track activity levels to ensure productivity.
• Remain flexible with schedule to achieve results; often works nights and weekends.

• 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.
• Respond to client inquiries in a timely, respectful, sensitive and professional manner.
• Support families in time of grief with acts of kindness.
• Connect with families through listening, honest communication and genuine concern.
• Develop an understanding of each family’s unique needs and offers solutions that provide value to them.
• Stay in touch with families to ensure satisfaction.
• Prepare for all appointments and perform all procedures with professionalism and attention to detail.
• Provide service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships.
• Build trust-based relationships to earn the right to ask for referrals.
• Earn 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.

• Consistently build relationships and work cooperatively with the Funeral Director and other funeral home and/or cemetery staff.
• Collaborate and team with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service.
• Represent a continuous link from services provided at need, through aftercare, to providing services to protect families in future.
• Thoroughly and completely review previous services and contacts with families to prepare to support current needs and or sales.
• Act as one team, setting arrangement continuation visits within two to three days after the service.
• Share family concerns with rest of the SCI team.

• 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;
  Abil…