Re-engagement Advisor

Re-Engagement Planning Advisor

Our associates celebrate lives. We celebrate our associates.

The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities include completing a training program which requires successfully complete course work, passing exams, and demonstrating the appropriate skills to begin fulfilling the following responsibilities. Compassionate and results-driven sales representative to actively set appointments and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned cemetery/mausoleum property to meet their personal and cultural needs.

Take pride in service excellence and a technology rich company to support revenue quota achievement.

• Develop trusting relationships with prospective and existing client families in order to generate sales leads. Updating prospective client contact information and detailed notes in Customer Relationship Management (CRM) sales system.
• Take initiative to contact prospective clients and schedule sales appointments to meet prospective client's schedule, including evenings and weekends.
• Appointments made at customers' residence, Dignity Memorial locations or virtually
• Applying listening and empathy skills facilitates prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs. Explains insurance (trust) product features. Completes sales and insurance (trust) contracts ensuring accuracy and completeness.
• Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop sales pipeline.
• Coordinates sales efforts with team members and other departments as appropriate.
• Seek out manager's coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.

Education

• High School Diploma or equivalent

Licenses

• Ability to obtain and maintain 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 Customer Relationship Management (CRM) sales systems preferred

Knowledge,

Skills and Abilities

• Proficient computer skills including MS office suite
• Proficient computer skills with CRM and Social Networking Apps preferred
• Professional demeanor and communication skills
• Bilingual, knowledge of another language 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

• Sitting continuously for many hours per day, up to 6 hours per day

• Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

• Working beyond "standard" hours as the need arises

Target Compensation Range: $75,000 to $100,000 annually. The estimated total target compensation for this position in the first year typically ranges from $75,000 to $100,000 annually based on a strong commission-based incentive structure. In subsequent years, sales professionals commonly earn $100,000 to $150,000 or more annually. Actual compensation will vary based on individual performance, geographic location, and applicable business conditions.

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Note:

As part of the total compensation plan, this position pays no less than $18.00 per hour for all hours worked)

Benefits:
Medical
* Dental*Vision
* Flexible Spending Accounts (health care and dependent care)
* Health Savings Account with Company Contribution
* Sick Leave
* Short-Term Disability
* Long-Term Disability
* Life Insurance
* Voluntary Accidental Death or Dismemberment Insurance
* Dependent Life Insurance
* SCI 401(k) Retirement Savings Plan with Company match
* Employee Assistance Program