Pre-Planning Advisor

Service Corporation International • Marietta, GA

429d • Remote

About The Position

The Pre-Planning Advisor (PPA) is a part-time role focused on selling pre-need arrangements and services while providing compassionate support to families. This position requires self-motivation and the ability to achieve sales targets through networking, relationship building, and follow-up with client families. The PPA works both from home and in the field, engaging with families and the community to foster strong service relationships and generate referrals.

Requirements

• High school education or equivalent.
• 1-2 years of college or equivalent experience.
• Current state/province issued driver's license with an acceptable driving record.
• Funeral Directors License where required by state/province.
• Sales experience or 1-2 years of industry experience or equivalent education.
• Experience with Customer Relationship Management (CRM) systems is a plus.
• Basic computer and technology skills in a sales environment.
• Ability to work well in a team and independently.
• Ability to work beyond standard hours as needed.
• Good driving record and work ethic.
• High level of integrity and creativity.
• Outgoing and energetic personality.
• Comfortable presenting in front of others.
• Desire to help others.
• Bilingual skills are a plus.

Nice To Haves

• Experience with Customer Relationship Management (CRM) systems.
• Bilingual, knowledge of another language is a plus.

Responsibilities

• Generate leads by networking and building relationships for referrals.
• Prospect a minimum of 4 hours daily through various outreach methods.
• Obtain referrals from families served by following up after services.
• Network and build community and civic relationships.
• Present Dignity Memorial® Personal Planning Guide to families.
• Track activity levels to ensure productivity and flexibility in scheduling.
• Establish and maintain strong business relationships with families.
• Respond to client inquiries in a timely and professional manner.
• Support families during times of grief with acts of kindness.
• Develop an understanding of each family's unique needs and offer tailored solutions.
• Stay in touch with families to ensure satisfaction and build trust for future referrals.
• Collaborate with funeral directors and staff to provide seamless service.
• Review previous services to prepare for current needs and sales opportunities.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Personal and Laundry Services
• Education Level: High school or GED