Service Corporation International
Pre-Planning Advisor Trainee
Service Corporation International, Saint Louis, Missouri, United States, 63146
Pre-Planning Advisor Trainee
Service Corporation International
We celebrate our associates. Working from home, we present at-need cemetery and pre‑need arrangement services and products to consumers. The role is responsible for achieving monthly sales targets, developing community relationships to generate qualified leads, following up on marketing‑generated leads to qualify and schedule sales appointments, and building professional relationships to secure referrals.
Responsibilities Revenue Generation
Responsible for attaining or exceeding monthly sales revenue quota. Applies sales skills, presents the Dignity Memorial® Personal Planning Guide electronic PowerPoint presentations to consumers informing them of at‑need cemetery and pre‑need arrangement services and products. Influences consumers on the benefits of pre‑planning for a soft close.
Guides and tours prospective families through cemetery grounds or crematory mausoleums, actively listening to needs, asking probing questions, and discussing options. Develops an understanding of each family’s unique needs and offers solutions to meet those needs. Provides service beyond expectations to form the foundation for future sales. Promotes the SCI Brand and service excellence.
Follows company processes and procedures, thoroughly and accurately completes contracts; follows up on outstanding documents and family questions. Provides and walks families through the final contract and addresses any final questions.
Prospecting
Self‑initiates leads throughout the community, professional networks, civic, businesses, and organizations by building professional and reliable relationships.
Prospects at least 50% of the workday such as approaching families face‑to‑face during events, door‑knocking, or seminars.
Maintains and tracks activity levels in Customer Relationship Management (CRM) database to ensure productivity, often works nights and weekends.
Obtains referrals from families served through after‑care visits (ACV).
Schedules sales appointments. Based on qualifying lead, prepares marketing materials or cultural knowledge for appointments.
Build Relationships with Families
Establishes and maintains professional and service‑oriented relationships with families by connecting, resolving concerns, and meeting commitments.
Supports families in times of grief with acts of kindness; attends services and/or receptions.
Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future.
Teamwork
Collaborates and builds professional working relationships with management and staff to provide high quality services and improve processes.
Shares family concerns with the rest of the SCI team.
Minimum Requirements Education
High school diploma or equivalent required.
College coursework preferred.
License
Funeral Directors License where required by state law.
Life Insurance license where required by state law; company will support obtaining licensing.
Current state/province issued driver’s license with an acceptable driving record.
Experience
Sales experience preferred.
Industry experience a plus.
Previous Customer Relationship Management (CRM) systems experience a plus.
Skills and Abilities
Computer and technology skills.
Goal‑oriented self‑starter.
Public speaking ability; comfortable presenting to small groups.
Ability to work well in a team, as well as independently.
Ability to work a significant number of evenings and weekends.
Bilingual is a plus.
Job Location: US‑MO - St. Louis
Postal Code: 63109
#J-18808-Ljbffr
We celebrate our associates. Working from home, we present at-need cemetery and pre‑need arrangement services and products to consumers. The role is responsible for achieving monthly sales targets, developing community relationships to generate qualified leads, following up on marketing‑generated leads to qualify and schedule sales appointments, and building professional relationships to secure referrals.
Responsibilities Revenue Generation
Responsible for attaining or exceeding monthly sales revenue quota. Applies sales skills, presents the Dignity Memorial® Personal Planning Guide electronic PowerPoint presentations to consumers informing them of at‑need cemetery and pre‑need arrangement services and products. Influences consumers on the benefits of pre‑planning for a soft close.
Guides and tours prospective families through cemetery grounds or crematory mausoleums, actively listening to needs, asking probing questions, and discussing options. Develops an understanding of each family’s unique needs and offers solutions to meet those needs. Provides service beyond expectations to form the foundation for future sales. Promotes the SCI Brand and service excellence.
Follows company processes and procedures, thoroughly and accurately completes contracts; follows up on outstanding documents and family questions. Provides and walks families through the final contract and addresses any final questions.
Prospecting
Self‑initiates leads throughout the community, professional networks, civic, businesses, and organizations by building professional and reliable relationships.
Prospects at least 50% of the workday such as approaching families face‑to‑face during events, door‑knocking, or seminars.
Maintains and tracks activity levels in Customer Relationship Management (CRM) database to ensure productivity, often works nights and weekends.
Obtains referrals from families served through after‑care visits (ACV).
Schedules sales appointments. Based on qualifying lead, prepares marketing materials or cultural knowledge for appointments.
Build Relationships with Families
Establishes and maintains professional and service‑oriented relationships with families by connecting, resolving concerns, and meeting commitments.
Supports families in times of grief with acts of kindness; attends services and/or receptions.
Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future.
Teamwork
Collaborates and builds professional working relationships with management and staff to provide high quality services and improve processes.
Shares family concerns with the rest of the SCI team.
Minimum Requirements Education
High school diploma or equivalent required.
College coursework preferred.
License
Funeral Directors License where required by state law.
Life Insurance license where required by state law; company will support obtaining licensing.
Current state/province issued driver’s license with an acceptable driving record.
Experience
Sales experience preferred.
Industry experience a plus.
Previous Customer Relationship Management (CRM) systems experience a plus.
Skills and Abilities
Computer and technology skills.
Goal‑oriented self‑starter.
Public speaking ability; comfortable presenting to small groups.
Ability to work well in a team, as well as independently.
Ability to work a significant number of evenings and weekends.
Bilingual is a plus.
Job Location: US‑MO - St. Louis
Postal Code: 63109
#J-18808-Ljbffr