Pre-Planning Advisor Trainee

Company: Service Corp. International
Location: San Bernardino
Posted on: June 6, 2021

Job Description:

Our associates celebrate lives. We celebrate our associates.

Consider the possibilities of joining a Great Place to Work!

JOB RESPONSIBILITIES

Revenue Generation

• Responsible for attaining or exceeding monthly sales revenue quota. Applying sales skills, presents Dignity Memorial Personal Planning Guide electronic power point presentations to consumers informing them of at-need cemetery and pre-need arrangement services and products. Influences consumer 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 familys unique needs and offers solutions to meet their needs. Provides service beyond expectations to form the foundation for future sales. Promotes the SCI Brand and service excellence.
• Following company processes and procedures, thoroughly and accurately completes contracts; follows up on outstanding documents and family questions. Provides and walks family through final contract. Addresses 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 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 with the family, resolving their concerns and needs, and meeting commitments. Connects with families through listening, honest communication and genuine concern
• Supports families in time 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 future

Teamwork

• Collaborates and builds professional working relationships with management and staff to provide high quality services and improve processes
• Shares family concerns with 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 drivers 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

Postal Code: 92404

Category (Portal Searching): Sales

Job Location: US-CA - San Bernardino

Keywords: Service Corp. International, San Bernardino , Pre-Planning Advisor Trainee, Other , San Bernardino, California

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