Entry Level
Re-engagement Planning Advisor
Our associates celebrate lives. We celebrate our associates.
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
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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.
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Take initiative to contact prospective clients and schedule sales appointments to meet prospective client’s schedule, including evenings and weekends.
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Appointments made at customers’ residence, Dignity Memorial locations or virtually
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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.
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Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop sales pipeline.
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Coordinates sales efforts with team members and other departments as appropriate.
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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
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Ability to obtain and maintain insurance license as required by state/province
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Current state/province issued driver’s license with an acceptable driving record
Experience
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Sales or Customer experience preferred
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Previous experience with Customer Relationship Management (CRM) sales systems preferred
Knowledge, Skills and Abilities
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Proficient computer skills including MS office suite
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Proficient computer skills with CRM and Social Networking Apps preferred
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Professional demeanor and communication skills
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Bilingual, knowledge of another language preferred
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Professional attire required when meeting with clients or representing the company
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Available to work evenings and weekends
Work CONDITIONS
Work Environment
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Work indoors during all seasons and weather conditions
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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
Postal Code: 35124
Category (Portal Searching): Sales
Job Location: US-AL - Pelham
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