Pre-Planning Advisor Restricted (PPAR)
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Job Responsibilities
- 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 throughResponds to client inquiries in a timely, respectful, sensitive, and professional mannerSupports families in times of grief with acts of kindnessConnects with families through listening, honest communication, and genuine concernDevelops an understanding of each family's unique needs and offers solutions that provide value to themStays in touch with families to ensure satisfactionPrepares for all appointments and performs all procedures with professionalism and attention to detailProvides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationshipsBuilds trust-based relationships to earn the right to ask for referralsEarns 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-planningTeamwork
Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and / or cemetery staffCollaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high-quality serviceRepresents a continuous link from services provided at need, through aftercare, to providing services to protect families in the futureThoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or salesActs as one team, setting up arrangement continuation visits within two to three days after the serviceShares family concerns with the rest of the SCI teamMinimum Requirements
Education
High school education or equivalent1-2 years of college or equivalent experienceLicense
Current state / province-issued driver's license with an acceptable driving recordIn states / provinces where required, must hold a Funeral Directors License to perform this roleExperience
Sales experience or one to two years of industry experience or equivalent educationPrevious experience with Customer Relationship Management (CRM) systems is a plusKnowledge, Skills, and Abilities
Basic computer and technology skills within a sales environmentAbility to work well in a team, as well as independentlyAbility to work beyond "standard" hours as the need arisesGood driving recordGood work ethicHigh level of integrityCreative, outgoing, and energeticComfortable presenting in front of othersDesire to help othersBilingual, knowledge of another language is a plusWork Conditions
Work Environment
Work indoors and outdoors during all seasons and weather conditionsLocal and / or multiple location traveling requiredComply with dress code policyWork Postures
Sitting continuously for many hours per day, up to 6 hours per dayMay climb stairs to access buildingsPhysical Demands
Physical effort requiring manual dexterity is required, including paperwork, calculators, computers, and phone usageWork Hours
Working beyond "standard" hours as the need arisesTarget Compensation Range : $50,000 to $100,000 annually. The estimated total target compensation for this position in the first year typically ranges from $50,000 to $100,000 annually , based on a strong commission-based incentive structure. In subsequent years, sales professionals commonly earn $100,000 to $150,000 or more annually . Actual compensation will vary based on individual performance, geographic location, and applicable business conditions.
(Note : As part of the total compensation plan, this position pays no less than $16.50 per hour for all hours worked)
Benefits : Medical, Dental, Vision, Flexible Spending Accounts (health care and dependent care), Health Savings Account with Company Contribution, Sick Leave, Short-Term Disability, Disability, Life Insurance, Voluntary Accidental Death or Dismemberment Insurance, Dependent Life Insurance, SCI 401(k) Retirement Savings Plan with Company match, Employee Assistance Program
