Jobs Companies Dignity Memorial Pre-Planning Advisor

Sobre este puesto de Pre-Planning Advisor en Dignity Memorial

Dignity Memorial · Presencial · IL - Peoria

Our associates celebrate lives. We celebrate our associates.

Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPA 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 PPA 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 time of grief with acts of kindness

  • Connects with families through listening, honest communication and genuine concern

  • Develops an understanding of each family’s unique needs and offers 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 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 future

  • Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales

  • Acts as one team, setting arrangement continuation visits within two to three days after the service

  • Shares family concerns with 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 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

Postal Code: 61604

Category (Portal Searching): Sales

Job Location: US-IL - Peoria
¿Listo para postularte en Dignity Memorial?
Postúlate en Dignity Memorial

Sobre Dignity Memorial

Who we are. What we do. We are a company committed to supporting families at difficult times. Nowhere will you find a group of caregivers and teams more passionate about the work they do or more invested in the well-being of the families they serve. The Dignity Memorial name is a symbol of trust and a mark of excellence. As the largest provider of funeral, cemetery and cremation services in North America, we're dedicated to celebrating the life and legacy of every loved one with professionalism, compassion and attention to detail that is second to none. "SCI” refers to Service Corporation International and its affiliates. Equal Opportunity Employer, M/F/D/V SCI Shared Resources, LLC is commi

Ver todos los empleos en Dignity Memorial →

Empleos similares

Dignity Memorial
2027 Mortuary Science Scholarship Program
Dignity Memorial
⚡ Postúlate pronto TX - Houston Presencial $80,000–$80,000
● Nuevo 👁 Visto ✓ Postulado hace 1d
Dignity Memorial
Sales Professional - Inside Sales
Dignity Memorial
⚡ Postúlate pronto FL - Temple Terrace Presencial $50,000–$100,000
● Nuevo 👁 Visto ✓ Postulado hace 2d
Dignity Memorial
Funeral Home Manager - $5,000 Sign On Bonus
Dignity Memorial
⚡ Postúlate pronto MI - Lansing Presencial
● Nuevo 👁 Visto ✓ Postulado hace 3d
Dignity Memorial
Sales Professional - Outside Sales
Dignity Memorial
⚡ Postúlate pronto FL - Miami Presencial $50,000–$100,000
● Nuevo 👁 Visto ✓ Postulado hace 3d
Dignity Memorial
Sales Professional - Inside Sales
Dignity Memorial
⚡ Postúlate pronto TN - East Ridge Presencial $50,000–$100,000
● Nuevo 👁 Visto ✓ Postulado hace 3d
Dignity Memorial
Sales Professional - Inside Sales
Dignity Memorial
⚡ Postúlate pronto NY - Hewlett Presencial $50,000–$100,000
● Nuevo 👁 Visto ✓ Postulado hace 3d
Dignity Memorial
Driver
Dignity Memorial
⚡ Postúlate pronto MI - Warren Presencial
● Nuevo 👁 Visto ✓ Postulado hace 3d
Dignity Memorial
Funeral Service Assistant (part-time)
Dignity Memorial
⚡ Postúlate pronto WA - Yakima Presencial $35,630–$37,440
● Nuevo 👁 Visto ✓ Postulado hace 3d
Dignity Memorial
Funeral Service Assistant (part-time)
Dignity Memorial
⚡ Postúlate pronto TX - Frisco Presencial
● Nuevo 👁 Visto ✓ Postulado hace 3d

Regístrate para recibir sugerencias adaptadas a los empleos que abres y las búsquedas que guardas.

Más empleos en Dignity Memorial

Ver todos los empleos en Dignity Memorial →

Postúlate ahora
🤖

Un momento — para

JobsRadar se creó para personas reales que están pasando un mal momento en su búsqueda de empleo — no para solicitudes automatizadas. Estás haciendo clic demasiado rápido y ahora estás bloqueado temporalmente.

Vuelve más tarde. Si de verdad estás buscando empleo, cuentas con nosotros — solo compórtate como una persona.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Toma ventaja en tu búsqueda de empleo.

Únete a nuestro canal de Telegram para lo que te ayuda a conseguir el puesto — referencias salariales, el pulso semanal del mercado y avisos de nuevas funciones. Sin spam, solo señal.

Únete al canal — es gratis