Re-engagement Advisor

Our associates celebrate lives. We celebrate our associates. The Re-Engagement 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

• 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.
• 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.

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
• 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

Preferred

• Experience Sales or Customer experience preferred
• Previous experience with Customer Relationship Management (CRM) sales systems preferred

Pay

• Working beyond “standard” hours as the need arises #SCI #SCI Target Compensation Range: $70,000 to $100,000 annually.
• As part of the total compensation plan, this position pays no less than $­­­­16.90 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 Postal Code: 92024 Category (Portal Searching): Sales Job Location: US-CA - Encinitas

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