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 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 skillsGoal-oriented self-starterPublic speaking ability; comfortable presenting to small groups Ability to work well in a team, as well as independentlyAbility to work a significant number of evenings and weekends Bilingual is a plus **Experience** Sales experience preferredIndustry experience is a plusPrevious Customer Relationship Management (CRM) systems experience a plus **License** Funeral Directors License where required by state lawLife Insurance license where required by state law; the company will support obtaining licensingCurrent 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 processesShare 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 concernSupports 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 weekendsObtains 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 Job Profile ID: S00157 Time Type: Full time Location Name: Oak Hill Funeral Home, Memorial Park, Mortuary & Crematory