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Re-engagement Planning Advisor

SCI Shared Resources, LLC

Pelham, ALFull-timeNo compensation foundTracked 1mo agoSeen in employer's feed 4 days ago
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At a glance

Compensation
No compensation found
Location
Pelham, AL
Schedule
Full-time
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

Ability To Obtain And Maintain Insurance LicenseCurrent State/Province Issued Driver's License With Acceptable Driving Record

Job overview

SCI Shared Resources, LLC is hiring a Re-engagement Planning Advisor. The Re-Engagement Planning Advisor learns industry products, finance options, and CRM software. This role involves completing a training program with coursework and exams. The advisor is a compassionate and results-driven sales representative responsible for setting appointments and engaging prospective clients to purchase pre-planned funeral services and cemetery/mausoleum property, aiming to meet personal and cultural needs and achieve revenue quotas.

Key focus areas include Develop trusting relationships with prospective and existing client families to generate sales leads., Update prospective client contact information and detailed notes in Customer Relationship Management (CRM) sales system., and Take initiative to contact prospective clients and schedule sales appointments..

Successful candidates bring High School Diploma Or Equivalent, Ability To Obtain And Maintain Insurance License, and Current State/Province Issued Driver’s License. Important skills include Customer Relationship Management Sales Software, Proprietary Contracting Software, Listening Skills, Empathy Skills, MS Office Suite, and Professional Demeanor.

Skills & qualifications

RequiredNice to have

Skills

Customer Relationship Management Sales SoftwareProprietary Contracting SoftwareListening SkillsEmpathy SkillsMS Office SuiteProfessional DemeanorCommunication SkillsCRMSocial Networking AppsBilingual

Qualifications

High School Diploma or EquivalentAbility to Obtain and Maintain Insurance LicenseCurrent State/Province Issued Driver's License With Acceptable Driving RecordAvailable to Work Evenings and WeekendsSales ExperienceCustomer Experience

Full 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

Job Profile ID: S00158

Time Type: Full time

Location Name: Southern Heritage Cemetery

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