Pre-Planning Advisor

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