Re-engagement Planning Advisor

About this role

Our associates celebrate lives. We celebrate our associates.

The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities include completing a training program which requires successfully complete course work, passing exams, and demonstrating the appropriate skills to begin fulfilling the following responsibilities.

Compassionate and results-driven sales representative to actively set appointments and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned cemetery/mausoleum property to meet their personal and cultural needs. Take pride in service excellence and a technology rich company to support revenue quota achievement.

Re-engagement Planning Advisor

JOB RESPONSIBILITIES • Develop trusting relationships with prospective and existing client families in order to generate sales leads.  Updating prospective client contact information and detailed notes in Customer Relationship Management (CRM) sales system. • Take initiative to contact prospective clients and schedule sales appointments to meet prospective client’s schedule, including evenings and weekends.  • Appointments made at customers’ residence, Dignity Memorial locations or virtually • Applying listening and empathy skills facilitates prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs.  Explains insurance (trust) product features.  Completes sales and insurance (trust) contracts ensuring accuracy and completeness. • Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop sales pipeline. • Coordinates sales efforts with team members and other departments as appropriate.  • Seek out manager’s coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.

MINIMUM Requirements Education • High School Diploma or equivalent

Licenses • Ability to obtain and maintain insurance license as required by state/province • Current state/province issued driver’s license with an acceptable driving record

Experience • Sales or Customer experience preferred • Previous experience with Customer Relationship Management (CRM) sales systems preferred

Knowledge, Skills and Abilities • Proficient computer skills including MS office suite • Proficient computer skills with CRM and Social Networking Apps preferred • Professional demeanor and communication skills • Bilingual, knowledge of another language preferred • Professional attire required when meeting with clients or representing the company • Available to work evenings and weekends

Work CONDITIONS

Work Environment • Work indoors during all seasons and weather conditions • Comply with Corporate dress code policy

Work Postures • Sitting continuously for many hours per day, up to 6 hours per day

Physical Demands • Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours • Working beyond “standard” hours as the need arises

Target Compensation Range: $50,000 to $100,000 annually. #SCI

Postal Code: 35811

Category (Portal Searching): Sales

Job Location: US-AL - Huntsville

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