Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! 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. **Re-engagement Planning Advisor** **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 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. **MINIMUM** **Requirements** **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 CONDITIONS** **Work Environment** + Work indoors during all seasons and weather conditions + Comply with Corporate dress code policy **Work Postures** + Sitting continuously for many hours per day, up to 6 hours per day **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 **Compensation:** *$18.00/hr Plus Commission **Benefits (dependent upon eligibility)** : 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 As part of your pre-employment background check, your criminal conviction history will be verified given that this role requires the following material job duties: Working with or around client families, colleagues, and working with confidential information. Convictions creating a direct, adverse, and negative relationship with the identified job duties may result in withdrawal of a conditional job offer. **_Rose Hills is an Equal Opportunity Employer. The company’s hiring procedures do not discriminate against any person on the basis of race, color, national origin, religion, ethnicity, age, sex, sexual-orientation, veteran’s status or disability, or any other legally protected status._** **_SCI Shared Resources, LLC is committed to an inclusive, barrier-free recruitment and selection process. On request, we will seek to provide appropriate accessibility options to all applicants with disabilities._** Postal Code: 90601 Category (Portal Searching): Sales Job Location: US-CA - Whittier Job Profile ID: S00158 Time Type: Full time Location Name: Rose Hills Company