Re-engagement Planning Advisor

Job Overview

The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance/insurance options (trust), services, and the use of Customer Relationship Management (CRM) sales software and proprietary contracting software. This role requires completing a training program that includes coursework, exams, and demonstration of required skills.

• Develop trusting relationships with prospective and existing client families to generate sales leads.
• Update prospective client contact information and detailed notes in the CRM sales system.
• Take initiative to contact prospective clients and schedule sales appointments, including evenings and weekends.
• Conduct appointments at customers' residences, Dignity Memorial locations, or virtually.
• Apply listening and empathy skills to guide prospective clients through the pre-planning process and selection of services and property that best meet their needs.
• Explain insurance (trust) product features.
• Complete sales and insurance (trust) contracts ensuring accuracy and completeness.
• Utilize CRM software to source leads from campaigns, prospective clients, and prior client sales to develop a sales pipeline.
• Coordinate sales efforts with team members and other departments as appropriate.
• Seek manager coaching to improve sales cycle, techniques, software proficiency, and product knowledge.

• Education:
  
  High School Diploma or equivalent.
• Licenses:
  Ability to obtain and maintain an insurance license as required by state/province;
  Current state/province issued driver’s license with an acceptable driving record.
• Experience:
  
  Sales or customer experience preferred; previous experience with CRM sales systems preferred.

• Proficient computer skills, including MS Office suite.
• Proficient with CRM and social networking apps, preferred.
• Professional demeanor and communication skills.
• Knowledge of another language (bilingual) preferred.
• Professional attire required when meeting with clients or representing the company.
• Available to work evenings and weekends.

Work indoors during all seasons and weather conditions; comply with corporate dress code policy. Work may include sitting continuously for up to 6 hours per day. Physical effort involving manual dexterity for paperwork, calculator, computer, and phone usage is required.

Working beyond “standard” hours as the need arises.

US-AL – Pelham (Postal Code: 35124)

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.