Re-engagement Planning Advisor
Sci Corp
/job-details/11193
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**
- 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
- **Target 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 $15.00 per hour for all hours worked)*
Postal Code: 35124Category (Portal Searching): SalesJob Location: US-AL - Pelham
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 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
- **Target 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 $15.00 per hour for all hours worked)*
Postal Code: 35124Category (Portal Searching): SalesJob Location: US-AL - Pelham
