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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

Lead Generation

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 through
Responds to client inquiries in a timely, respectful, sensitive, and professional manner
Supports families in times of grief with acts of kindness
Connects with families through listening, honest communication, and genuine concern
Develop an understanding of each family’s unique needs and offer solutions that provide value to them
Stays in touch with families to ensure satisfaction
Prepares for all appointments and performs all procedures with professionalism and attention to detail
Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships
Builds trust-based relationships to earn the right to ask for referrals
Earns 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-planning

Teamwork

Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staff
Collaborates and teams with funeral directors, location managers, and other members of the funeral home and or cemetery staff, to provide seamless, high-quality service
Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future
Thoroughly and completely review previous services and contacts with families to prepare to support current needs and or sales
Acts as one team, setting arrangements continuation visits within two to three days after the service
Share family concerns with the rest of the SCI team

MINIMUM Requirements

Education

High school education or equivalent
1-2 years of college or equivalent experience

License

Current state/province-issued driver’s license with an acceptable driving record
In states/provinces where required, must hold a Funeral Directors License to perform this role

Experience

Sales experience or one to two years of industry experience or equivalent education
Previous experience with Customer Relationship Management (CRM) systems is a plus

Knowledge, Skills, and Abilities

Basic computer and technology skills within a sales environment
Ability to work well in a team, as well as independently
Ability to work beyond “standard” hours as the need arises
Good driving record
Good work ethic
High level of integrity
Creative, outgoing and energetic
Comfortable presenting in front of others
Desire to help others
Bilingual, knowledge of another language is a plus

Work CONDITIONS

Work Environment

Work indoors and outdoors during all seasons and weather conditions
Local and/or multiple location traveling required
Comply with the dress code policy

Work Postures

Sitting continuously for many hours per day, up to 6 hours per day
May climb stairs to access buildings

Physical Demands

Physical effort requiring manual dexterity is required, including paperwork, calculators, computers, and phone usage

Work Hours

Working beyond “standard” hours as the need arises

Compensation:

Salary: $16.50\hour ($33,280 - $80,000 annualized targeted first-year earnings)

Benefits:
Medical* Dental* Vision* Flexible Spending Accounts (health care and dependent care)*Health Savings Account with Company Contribution*Sick Leave*Short-Term

#SCI

Postal Code: 91902

Category (Portal Searching): Sales

Job Location: US-CA - Bonita