Re-engagement Advisor

SCI Shared Resources•Encinitas, CA

About The Position

The Re-Engagement Advisor learns the funeral and cemetery industry, products, financing and insurance (trust) options, services, and the company’s CRM sales and proprietary contracting software. The role includes completing required training and coursework, passing exams, and demonstrating the skills needed to serve prospective clients. This compassionate, results-driven sales position engages prospective clients and arranges appointments for pre-planned funeral services and cemetery or mausoleum property, supporting clients’ personal and cultural needs while working toward revenue quotas. Appointments may take place at clients’ residences, Dignity Memorial locations, or virtually. The position requires availability for evenings and weekends, and may involve working beyond standard hours as business needs arise. Target compensation is $70,000 to $100,000 annually; the position pays at least $16.90 per hour for all hours worked.

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 Microsoft Office.
Professional demeanor and communication skills.
Professional attire when meeting with clients or representing the company.
Available to work evenings and weekends.

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.
Update prospective client contact information and detailed notes in the CRM sales system.
Contact prospective clients and schedule sales appointments around their schedules, including evenings and weekends.
Use listening and empathy skills to guide prospective clients through pre-planning and selection of appropriate services and property.
Explain insurance (trust) product features.
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 the manager to improve sales-cycle practices, sales techniques, software proficiency, and product knowledge.
Complete the required training program, including coursework, exams, and skills demonstrations.