Re-Engagement Advisor

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 #SCI Target Compensation Range: $75,000 to $100,000 annually.The estimated total target compensation for this position in the first year typically ranges from $75,000 to $100,000 annually based on a strong commission-based incentive structure. In subsequent years, sales professionals commonly earn $100,000 to $150,000 or more annually. Actual compensation will vary based on individual performance, geographic location, and applicable business conditions. (Note: As part of the total compensation plan, this position pays no less than $18.00 per hour for all hours worked) Benefits: Medical\*Dental\*Vision\*Flexible Spending Accounts (health care and dependent care)\*Health Savings Account with Company Contribution\*Sick Leave\*Short-Term Disability\*Long-Term Disability\*Life Insurance\*Voluntary Accidental Death or Dismemberment Insurance\*Dependent Life Insurance\*SCI 401(k) Retirement Savings Plan with Company match\*Employee Assistance Program Postal Code: 92683 Category (Portal Searching): Sales Job Location: US-CA - Westminster