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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 to generate sales leads.  Updating prospective client contact information and detailed notes in the Customer Relationship Management (CRM) sales system.Take initiative to contact prospective clients and schedule sales appointments to meet prospective clients’ schedules, including evenings and weekends. Appointments made at customers’ residences, Dignity Memorial locations, or virtuallyApplying 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 a sales pipeline.Coordinates sales efforts with team members and other departments as appropriate. Seek out a 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 an insurance license as required by the state/provinceCurrent state/province-issued driver’s license with an acceptable driving record

Experience

Sales or Customer experience preferredPrevious experience with Customer Relationship Management (CRM) sales systems preferred

Knowledge, Skills, and Abilities

Proficient computer skills, including MS Office suiteProficient computer skills with CRM and Social Networking Apps preferredProfessional demeanor and communication skillsBilingual, knowledge of another language preferredProfessional attire required when meeting with clients or representing the companyAvailable to work evenings and weekends

Work CONDITIONS

Work EnvironmentWork indoors during all seasons and weather conditionsComply with Corporate dress code policyWork PosturesSitting continuously for many hours per day, up to 6 hours per dayPhysical DemandsPhysical effort requiring manual dexterity is required, including paperwork, calculators, computers, and phone usageWork HoursWorking beyond “standard” hours as the need arises

Target Compensation Range: $50,000 to $100,000 annually.
The estimated total target compensation for this position in the first year typically ranges from $50,000 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 $17.81 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

As part of your pre-employment background check, your criminal conviction history will be verified, given that this role requires the following material job duties: Working with or around client families, colleagues, and working with confidential information. Convictions creating a direct, adverse, and negative relationship with the identified job duties may result in the withdrawal of a conditional job offer.

Postal Code: 92404

Category (Portal Searching): Sales

Job Location: US-CA - San Bernardino