Sales Professional - Outside Sales

Service Corporation International•Haiku, HI
•$50,000 - $100,000

About The Position

The Pre-Planning Advisor (PPA) works from home or meets with client families in the field to sell pre-need arrangements and services and achieve quota targets. The PPA serves families professionally, compassionately, and promptly, including following up with families and generating referrals. The role also develops relationships with the community and works closely with funeral directors and funeral home or cemetery staff to provide connected, high-quality service. The PPA networks and prospects for referrals, presents planning information to families, maintains activity levels, and adapts their schedule to meet sales goals. The role requires supporting families with care, understanding their individual needs, preparing thoroughly for appointments, and maintaining relationships before and after services. The PPA coordinates with the broader team, including setting arrangement continuation visits two to three days after a service.

Requirements

  • High school education or equivalent.
  • One to two years of college or equivalent experience.
  • Current state- or province-issued driver’s license with an acceptable driving record.
  • Funeral Director’s License where required by state or provincial regulations to perform the role.
  • Sales experience, one to two years of industry experience, or equivalent education.
  • Basic computer and technology skills in a sales environment.
  • Ability to work effectively both independently and as part of a team.
  • Ability to work beyond standard hours when needed.
  • Good driving record.
  • Good work ethic and high integrity.
  • Creative, outgoing, and energetic approach.
  • Comfort presenting in front of others.
  • Desire to help others.

Nice To Haves

  • Previous experience with Customer Relationship Management (CRM) systems.
  • Bilingual ability or knowledge of another language.
  • One to two years of college.

Responsibilities

  • Network and build relationships to generate referrals for at-need cemetery arrangements and pre-need arrangements using company tools, processes, and standards.
  • Prospect for at least four hours each day when working an eight-hour day, through activities such as face-to-face outreach at events, door knocking, or group seminars.
  • Follow up with families after services and obtain referrals through visits.
  • Build relationships with community and civic organizations.
  • Explain and present Dignity Memorial Personal Planning Guide presentations to families served and referred families.
  • Track activity levels to maintain productivity.
  • Adapt work schedule as needed to achieve results, including working nights and weekends.
  • Establish and maintain business relationships with families by understanding and addressing their concerns and following through.
  • Respond to client inquiries promptly, respectfully, sensitively, and professionally.
  • Support families experiencing grief with acts of kindness, listening, honest communication, and genuine concern.
  • Understand each family’s needs and offer solutions that provide value.
  • Stay in touch with families to ensure satisfaction and provide service beyond expectations.
  • Prepare for appointments and perform procedures professionally and attentively.
  • Build trust-based relationships and earn the opportunity to request referrals and educate families about pre-planning.
  • Work cooperatively with funeral directors, location managers, and funeral home or cemetery staff to provide seamless service.
  • Connect services provided at need through aftercare and future family protection services.
  • Review previous services and family contacts to prepare to support current needs or sales.
  • Set arrangement continuation visits within two to three days after the service.
  • Share family concerns with the SCI team.

Benefits

  • Medical, dental, and vision coverage.
  • Flexible Spending Accounts for health care and dependent care.
  • Health Savings Account with company contribution.
  • Sick leave.
  • Short-term disability and long-term disability.
  • Life insurance, voluntary accidental death or dismemberment insurance, and dependent life insurance.
  • SCI 401(k) Retirement Savings Plan with company match.
  • Employee Assistance Program.
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