Pre Planning Service Advisor

Our associates celebrate lives. We celebrate our associates.Consider the possibilities of joining a Great Place to Work!The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPAR 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 PPAR also develops relationships with the community.JOB RESPONSIBILITIESLead 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 RequirementsEducation

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

Work CONDITIONSWork Environment

Work indoors and outdoors during all seasons and weather conditions

Local and/or multiple location traveling required

Comply with dress code policy

Work Postures

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

May climb stairs to access buildings

Physical Demands

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

Work Hours

Working beyond “standard” hours as the need arises

Postal Code: 90601Category (Portal Searching): SalesJob Location: US-CA - WhittierJob Profile ID: S00157Time Type: Part timeLocation Name: Rose Hills Company