Re-engagement Advisor

Service Corporation International • Encinitas, CA

2d • $70,000 - $100,000

About The Position

The Re-Engagement Advisor learns the industry, products, product finance and insurance options (trust), services, and the use of Customer Relationship Management (CRM) sales software and proprietary contracting software. The role includes completing a training program, successfully completing coursework, passing exams, and demonstrating the skills needed to perform the job.

This is a compassionate, results-driven sales position focused on setting appointments and engaging prospective clients interested in pre-planned funeral services and cemetery or mausoleum property. The advisor supports clients’ personal and cultural needs while working toward revenue quotas and delivering service excellence.

Requirements

• High school diploma or equivalent.
• Ability to obtain and maintain an insurance license as required by the state or province.
• Current state- or province-issued driver’s license with an acceptable driving record.
• Proficient computer skills, including the MS Office suite.
• Professional demeanor and communication skills.
• Professional attire when meeting with clients or representing the company.
• Availability to work evenings and weekends.
• Ability to work beyond standard hours as needed.
• Manual dexterity for paperwork, calculator, computer, and phone use.
• Ability to sit continuously for many hours per day, up to six hours per day.
• Work indoors during all seasons and weather conditions.
• Comply with the corporate dress code policy.

Nice To Haves

• Sales or customer experience.
• Previous experience with CRM sales systems.
• Proficiency with CRM and social networking apps.
• Bilingual ability or knowledge of another language.

Responsibilities

• Develop trusting relationships with prospective and existing client families to generate sales leads, and update contact information and detailed notes in the CRM sales system.
• Contact prospective clients and schedule sales appointments around their schedules, including evenings and weekends.
• Meet clients at their residences, Dignity Memorial locations, or virtually.
• Use listening and empathy skills to guide prospective clients through pre-planning and selection of appropriate services and property.
• Explain insurance (trust) product features and complete sales and insurance (trust) contracts accurately and completely.
• Use CRM software to source leads from campaigns, prospective clients, and prior client sales and develop a sales pipeline.
• Coordinate sales efforts with team members and other departments as appropriate.
• Seek coaching from a manager to improve the sales cycle, sales techniques, software proficiency, and product knowledge.

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 insurance.
• Life insurance, voluntary accidental death or dismemberment insurance, and dependent life insurance.
• SCI 401(k) Retirement Savings Plan with company match.
• Employee Assistance Program.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED