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

Key Responsibilities:

Proactively schedule After Care Visit appointments with families previously served through our mortuary for At-Need services.Communicate the importance and value of pre-planning by presenting Personal Planning Guides to familiesUse Salesforce to manage client accounts, track activity, and maintain follow-up.

MINIMUM Requirements

Qualifications:
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Compassionate, results-driven, and adaptable, with strong communication skills.
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Tech-savvy and flexible; bilingual candidates are encouraged to apply.
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Willingness to travel to client homes or company locations. Weekend and evening availability may be required.
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Must have prior experience in At-Need funeral arrangements.
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Limited Life License will be required.

Education

High School Diploma or equivalent

Licenses

Ability to obtain and maintain insurance license as required by state/provinceCurrent state/province issued driver’s license with an acceptable driving record

Experience

Sales or Customer experience preferredPrevious experience with Customer Relationship Management (CRM) sales systems preferred

Knowledge, Skills and Abilities

Proficient computer skills including MS office suiteProficient computer skills with CRM and Social Networking Apps preferredProfessional demeanor and communication skillsBilingual, knowledge of another language preferredProfessional attire required when meeting with clients or representing the companyAvailable to work evenings and weekends

Work CONDITIONS

Work EnvironmentWork indoors during all seasons and weather conditionsComply with Corporate dress code policyWork PosturesSitting continuously for many hours per day, up to 6 hours per dayPhysical DemandsPhysical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usageWork HoursWorking beyond “standard” hours as the need arises

#SCI

Compensation:

Salary: $18.00/hr ($40,000 - $100,000 annualized targeted first year earnings)

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: 92840

Category (Portal Searching): Sales

Job Location: US-CA - Garden Grove