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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.

JOB RESPONSIBILITIES

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 virtuallyApplying 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.

MINIMUM Requirements

Education

High School Diploma or equivalent

Licenses

Ability to obtain and maintain insurance license as required by state/provinceCurrent state/province issued driver’s license with an acceptable driving record

Experience

Sales or Customer experience preferredPrevious experience with Customer Relationship Management (CRM) sales systems preferred

Knowledge, Skills and Abilities

Proficient computer skills including MS office suiteProficient computer skills with CRM and Social Networking Apps preferredProfessional demeanor and communication skillsBilingual, knowledge of another language preferredProfessional attire required when meeting with clients or representing the companyAvailable to work evenings and weekends

Work CONDITIONS

Work EnvironmentWork indoors during all seasons and weather conditionsComply with Corporate dress code policyWork PosturesSitting continuously for many hours per day, up to 6 hours per dayPhysical DemandsPhysical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usageWork HoursWorking beyond “standard” hours as the need arises

Postal Code: 46804

Category (Portal Searching): Sales

Job Location: US-IN - Fort Wayne