Re-engagement Planning Advisor - Newhall, United States - SCI Shared Resources, LLC

SCI Shared Resources, LLC

Verified Company

Newhall, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Our associates celebrate lives. We celebrate our associates.

Consider the possibilities of joining a Great Place to Work

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
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

COMPENSATION:

$15.96\hour ($33,280 - $80,000 annualized targeted first year earnings)

Re-engagement Planning Advisor commission plan is based on exceeding defined quotas.

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: 91321

Category (Portal Searching): Sales

Job Location:
US-CA - Newhall

Job Profile ID:
S00158

Time Type:
Full time

Location Name:
Eternal Valley Memorial Park & Mortuary