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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 RESPONSIBILITIES

Revenue Generation

Responsible for attaining or exceeding monthly sales revenue quota.  Applying sales skills, presents Dignity Memorial® Personal Planning Guide electronic power point presentations to consumers informing them of at-need cemetery and pre-need arrangement services and products.  Influences consumer on the benefits of pre-planning for a soft close.  Guides and tours prospective families through cemetery grounds or crematory mausoleums actively listening to needs, asking probing questions, and discussing options.  Develops an understanding of each family’s unique needs and offers solutions to meet their needs. Provides service beyond expectations to form the foundation for future sales.  Promotes the SCI Brand and service excellence.    Following company processes and procedures, thoroughly and accurately completes contracts; follows up on outstanding documents and family questions. Provides and walks family through final contract.  Addresses final questions. 

Skills and Abilities

Computer and technology skills

Goal-oriented self-starter

Public speaking ability; comfortable presenting to small groups Ability to work well in a team, as well as independently

Ability to work a significant number of evenings and weekends Bilingual is a plus

Experience

Sales experience preferred

Industry experience is a plus

Previous Customer Relationship Management (CRM) systems experience a plus

  

License

Funeral Directors License where required by state law

Life Insurance license where required by state law; the company will support obtaining licensing

Current state/province-issued driver’s license with an acceptable driving record

MINIMUM REQUIREMENTS

Education

High school diploma or equivalent required college coursework preferred

Teamwork

Collaborates and builds professional working relationships with management and staff to provide high-quality services and improve processes

Share family concerns with the rest of the SCI team

Build Relationships with Families

Establishes and maintains professional and service-oriented relationships with families by connecting with the family, resolving their concerns and needs, and meeting commitments. 

Connects with families through listening, honest communication, and genuine concern

Supports families in grief with acts of kindness; attends services and/or receptions.

Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future

Prospecting

Self-initiates leads throughout the community, professional networks, civic, businesses, and organizations by building professional and reliable relationships. 

Prospects at least 50% of workday include approaching families face-to-face during events, door knocking, or seminars. 

Maintains and tracks activity levels in Customer Relationship Management (CRM) database to ensure productivity, often works nights and weekends

Obtains referrals from families served through after care visits (ACV).

Schedules sales appointments.  Based on qualifying lead, prepares marketing materials or cultural knowledge for appointments.

Compensation:

Salary: $17.55\hour ($33,280 - $80,000 annualized targeted first year earnings)

PPA-Restricted commission plan is based on exceeding defined quotas.  

Benefits: Part-time associates working an average 20 hours a week may be eligible for 401(k). 

Postal Code: 95125

Category (Portal Searching): Sales

Job Location: US-CA - San Jose