Pre-Planning Advisor

Our associates celebrate lives. We celebrate our associates.

Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPA serves families in a professional, caring and timely manner. Follow-up and generation of referrals from client families are integral to success and to establish a strong service relationship with families. The PPA also develops relationships with the community.

Job Responsibilities

Lead Generation

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Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery arrangements and pre-need arrangements using company tools, processes and standards

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Holds self accountable for prospecting a minimum of 4 hours every day (if working 8 hours) such as approaching families face-to-face during events, door knocking or group seminars

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Obtains referrals from families served by the location by following up through visits with families after the service

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Networks and builds community and civic relationships

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Explains and presents Dignity Memorial® Personal Planning Guide presentations to families served and referred families

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Maintains and tracks activity levels to ensure productivity

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Remains flexible with schedule to achieve results; often works nights and weekends

Build Relationships with Families

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Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through

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Responds to client inquiries in a timely, respectful, sensitive and professional manner

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Supports families in time of grief with acts of kindness

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Connects with families through listening, honest communication and genuine concern

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Develops an understanding of each family’s unique needs and offers solutions that provide value to them

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Stays in touch with families to ensure satisfaction

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Prepares for all appointments and performs all procedures with professionalism and attention to detail

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Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships

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Builds trust-based relationships to earn the right to ask for referrals

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Earns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning

Teamwork

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• Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staff
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• Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service
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• Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future
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• Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales
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• Acts as one team, setting arrangement continuation visits within two to three days after the service
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• Shares family concerns with rest of the SCI team

Minimum Requirements

Education

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• High school education or equivalent
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• 1-2 years of college or equivalent experience

License

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• Current state/province issued driver’s license with an acceptable driving record
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• In states/provinces where required, must hold a Funeral Directors License to perform this role

Experience

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• Sales experience or one to two years industry experience or equivalent education
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• Previous experience with Customer Relationship Management (CRM) systems is a plus

Knowledge, Skills and Abilities

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• Basic computer and technology skills within a sales environment
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• Ability to work well in a team, as well as independently
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• Ability to work beyond “standard” hours as the need arises
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• Good driving record
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• Good work ethic
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• High-level of integrity
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• Creative, outgoing and energetic
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• Comfortable presenting in front of others
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• Desire to help others
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• Bilingual, knowledge of another language is a plus

Postal Code: 61604

Category (Portal Searching): Sales

Job Location: US-IL - Peoria