Job Description
Our associates celebrate lives. We celebrate our associates.
Consider the possibilities of joining a Great Place to Work!
The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPAR 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 PPAR also develops relationships with the community.
**JOB RESPONSIBILITIES**
**Lead Generation**
+ 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
+ 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
+ Obtains referrals from families served by the location by following up through visits with families after the service
+ Networks and builds community and civic relationships
+ Explains and presents Dignity Memorial® Personal Planning Guide presentations to families served and referred families
+ Maintains and tracks activity levels to ensure productivity
+ Remains flexible with schedule to achieve results; often works nights and weekends
**Build Relationships with Families**
+ 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
+ Responds to client inquiries in a timely, respectful, sensitive and professional manner
+ Supports families in time of grief with acts of kindness
+ Connects with families through listening, honest communication and genuine concern
+ Develops an understanding of each family's unique needs and offers solutions that provide value to them
+ Stays in touch with families to ensure satisfaction
+ Prepares for all appointments and performs all procedures with professionalism and attention to detail
+ Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships
+ Builds trust-based relationships to earn the right to ask for referrals
+ 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**
+ Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staff
+ Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service
+ Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future
+ Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales
+ Acts as one team, setting arrangement continuation visits within two to three days after the service
+ Shares family concerns with rest of the SCI team
**MINIMUM Requirements**
**Education**
+ High school education or equivalent
+ 1-2 years of college or equivalent experience
**License**
+ Current state/province issued driver's license with an acceptable driving record
+ In states/provinces where required, must hold a Funeral Directors License to perform this role
**Experience**
+ Sales experience or one to two years industry experience or equivalent education
+ Previous experience with Customer Relationship Management (CRM) systems is a plus
**Knowledge, Skills and Abilities**
+ Basic computer and technology skills within a sales environment
+ Ability to work well in a team, as well as independently
+ Ability to work beyond "standard" hours as the need arises
+ Good driving record
+ Good work ethic
+ High-level of integrity
+ Creative, outgoing and energetic
+ Comfortable presenting in front of others
+ Desire to help others
+ Bilingual, knowledge of another language is a plus
**Work CONDITIONS**
**Work Environment**
+ Work indoors and outdoors during all seasons and weather conditions
+ Local and/or multiple location traveling required
+ Comply with dress code policy
**Work Postures**
+ Sitting continuously for many hours per day, up to 6 hours per day
+ May climb stairs to access buildings
**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:** $16.00 - 18.00/hour + Commission ($33,280-$80,000 annualized targeted first year earnings)
**Benefits** : Part-time associates working an average 20 hours a week may be eligible for 401(k)
As part of your pre-employment background check, your criminal conviction history will be verified given that this role requires the following material job duties: Working with or around client families, colleagues, and working with confidential information . Convictions creating a direct, adverse, and negative relationship with the identified job duties may result in withdrawal of a conditional job offer.
Postal Code: 92404
Category (Portal Searching): Sales
Job Location: US-CA - San Bernardino
Job Profile ID: S00157
Time Type: Full time
Location Name: Mt. View Mortuary & Cemetery
Job Tags
Full time, Part time, Local area, Flexible hours, Night shift,
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