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.
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
Postal Code: 35124
Category (Portal Searching): Sales
Job Location: US-AL - Pelham