Pre-Planning Advisor

SCI Shared Resources•Houston, TX

About The Position

The Pre-Planning Advisor serves client families by making at-need cemetery arrangements and selling pre-need arrangements. The role provides personalized service, serves as a primary contact for families, and helps generate revenue for the cemetery. It involves prospecting, building community relationships, presenting options to families, responding to inquiries, understanding individual needs, and following up to ensure satisfaction. The advisor also works with funeral directors, location managers, and other funeral home and cemetery staff to provide seamless service and support families’ current and future needs.

Requirements

High school diploma or equivalent.
1–2 years of college or an equivalent combination of education and experience.
Current state- or province-issued driver’s license with an acceptable driving record.
Ability to pass the Company’s internal presentation certification within 30 days of hire.
Ability to work some evenings and/or weekends each month.
Ability to drive frequently.
Ability to obtain and maintain an insurance license if required by state/province law.
Ability to work flexible hours and, at times, up to 12 hours in a day.
Ability to treat others with empathy and respect.
Knowledge of computers and some software.
Customer service skills.

Nice To Haves

1–2 years of customer service or sales industry experience.

Responsibilities

Prospect for a minimum of 1–2 hours each day and maintain and track activity levels to ensure productivity.
Obtain referrals from families served by the location and build community and civic relationships.
Explain and present arrangements to families served and referred families.
Respond to client inquiries in a timely, respectful, sensitive, and professional manner.
Listen and communicate honestly and with genuine concern to understand each family’s unique needs and offer valuable solutions.
Stay in touch with families to ensure satisfaction; prepare for appointments and complete procedures professionally and with attention to detail.
Follow through on customer problems and requests and build trust-based relationships to earn referrals.
Educate families about the benefits of pre-planning and offer protection options for family members, relatives, and friends.
Represent a continuous link between at-need services, aftercare, and future family protection services.
Collaborate with funeral directors, location managers, and funeral home and cemetery staff to provide seamless, high-quality service.
Review previous services and family contacts thoroughly to prepare to support current needs and sales.
Share family concerns with the rest of the SCI team.