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    Re-engagement Planning Advisor - Kingsport, United States - Service Corporation International

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    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
    • 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: 37664

    Category (Portal Searching): Sales


    Job Location:
    US-TN - Kingsport


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