Conseiller en Préarrangements Funéraires | Sales Professional - Inside sales

Service Corporation International•Gatineau, QC

9d•Hybrid

About The Position

The Pre-Planning Advisor (PPA) is a self-starter responsible for achieving sales quotas by selling pre-need arrangements and services, either working from home or in the field. The PPA serves families professionally, caringly, and timely, with follow-up and referral generation being key to success and building strong relationships. The role also involves developing relationships within the community.

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
In states/provinces where required, must hold a Funeral Directors License to perform this role
Sales experience or one to two years industry experience or equivalent education
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

Nice To Haves

Previous experience with Customer Relationship Management (CRM) systems is a plus
Bilingual, knowledge of another language is a plus

Responsibilities

Consistently network and build relationships to generate recommendations for gaining referrals for both at-need cemetery arrangements and pre-need arrangements using company tools, processes and standards.
Hold 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.
Obtain referrals from families served by the location by following up through visits with families after the service.
Network and build community and civic relationships.
Explain and present Dignity Memorial® Personal Planning Guide presentations to families served and referred families.
Maintain and track activity levels to ensure productivity.
Remain flexible with schedule to achieve results; often work nights and weekends.
Establish and maintain strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through.
Respond to client inquiries in a timely, respectful, sensitive and professional manner.
Support families in time of grief with acts of kindness.
Connect with families through listening, honest communication and genuine concern.
Develop an understanding of each family’s unique needs and offers solutions that provide value to them.
Stay in touch with families to ensure satisfaction.
Prepare for all appointments and perform all procedures with professionalism and attention to detail.
Provide service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships.
Build trust-based relationships to earn the right to ask for referrals.
Earn 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.
Consistently build relationships and work cooperatively with the Funeral Director and other funeral home and/or cemetery staff.
Collaborate and team with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service.
Represent a continuous link from services provided at need, through aftercare, to providing services to protect families in future.
Thoroughly and completely review previous services and contacts with families to prepare to support current needs and or sales.
Act as one team, setting arrangement continuation visits within two to three days after the service.
Share family concerns with rest of the SCI team.