Pre-Planning Advisor Trainee

Celebrate Lives

Our associates celebrate lives. We celebrate our associates.

Working from home, presents at-need cemetery and pre-need arrangement services and products to consumers. Responsible for achieving monthly sales target. As a self-starter, develops relationships within the community to generate qualified leads. Follows up on leads generated from marketing campaigns to qualify lead and schedule sales appointments. Follow-up with client families for referrals by establishing professional relationships and service excellence.

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 family's 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

Build Relationships with Families

Teamwork

Minimum Requirements

Education

License

Experience

Skills and Abilities