Re-engagement Planning Advisor

Job description

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