Pre-Planning Advisor

Service Corporation International•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 exemplary, personalized service and is an essential source of cemetery revenue and a primary contact for families. The advisor helps families understand their needs and offers suitable solutions, including educating them on the benefits of pre-planning. The role involves prospecting, obtaining referrals, building community relationships, presenting services to families, and tracking activity to ensure productivity. It also requires maintaining relationships with families, responding professionally to inquiries and requests, preparing for appointments, and collaborating with funeral directors, location managers, and other funeral home or cemetery staff to provide seamless service.

Requirements

High school diploma or equivalent.
One to two years of college, or equivalent education and experience.
Current state- or province-issued driver’s license with an acceptable driving record.
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 or provincial 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

One to two years of customer service or sales industry experience.

Responsibilities

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