Outside Sales Professional

Pre Planning Service Advisor

The Pre-Planning Advisor 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.

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

Teamwork

Minimum Requirements

Education

License

Experience

Knowledge, Skills and Abilities

Work Conditions

Work Environment

Work Postures

Physical Demands

Work Hours

Our associates celebrate lives. We celebrate our associates.

Consider the possibilities of joining a Great Place to Work!

The Outside Sales Professional is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The Outside Sales Professional 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 Outside Sales Professional also develops relationships with the community.