Sales Professional - Inside Sales

SCI Shared Resources•Stamford, CT

25d

About The Position

The Advance Planning Funeral Director serves client families by making pre-need arrangements, engaging with the community, and providing advance-planning services. The role serves families across multiple communities centered around various locations, provides personalized service, generates revenue for the location, and acts as a primary contact for families. The position involves prospecting, developing referrals and community relationships, presenting pre-planning services, responding to family inquiries, understanding families’ needs, and maintaining relationships to support satisfaction and future referrals. It also works closely with funeral directors, location managers, and other funeral home or cemetery staff to provide seamless service and support families’ current and future needs.

Requirements

High school diploma or equivalent.
1–2 years of college or equivalent education and experience.
1–2 years of customer service or sales industry experience preferred.
Current state- or province-issued driver’s license with an acceptable driving record.
Insurance license if required by state or provincial law and prescribed by the applicable state board.
State Funeral Director’s License / Funeral Director’s License.
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.
Flexible hours, with the ability at times to work 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

1–2 years of customer service or sales industry experience.

Responsibilities

Prospect for leads for a minimum of 1–2 hours each day.
Obtain referrals from families served by the location.
Network and build relationships in the community and with civic organizations.
Explain and present services 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 to families, communicate honestly, and understand their individual needs to offer valuable solutions.
Stay in touch with families to ensure satisfaction.
Prepare for appointments and perform procedures professionally and attentively.
Follow through on customer problems and requests.
Build trust-based relationships and earn referrals by educating families about the benefits of pre-planning.
Represent a continuous connection from at-need services through aftercare and 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 family contacts to prepare to support current needs and sales.
Share family concerns with the SCI team.