Sales Professional - Outside Sales

SCI Shared Resources•Gardena, CA

1d•Onsite

About The Position

The Pre-Planning Service Advisor (PPSA) is a self-starter responsible for achieving sales quota by selling pre-need arrangements and services. The role serves families professionally, compassionately, and promptly, and builds lasting relationships through follow-up, referrals, and community engagement. The PPSA generates leads, presents pre-planning options, supports families after services, and works closely with funeral home and cemetery colleagues to provide coordinated service.

Requirements

High school education or equivalent.
Sales experience, one to two years of industry experience, or equivalent education.
Current state or provincial driver's license with an acceptable driving record.
A Funeral Directors License where required by the state or province to perform the role.
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 as needed.
Good work ethic and a high level of integrity.
Creative, outgoing, and energetic demeanor.
Comfort presenting in front of others.
Desire to help others.
Ability to comply with the dress code policy.
Ability to work indoors and outdoors in all seasons and weather conditions and to travel locally or among multiple locations.
Ability to sit continuously for many hours, up to six hours per day, and possibly climb stairs.
Manual dexterity for paperwork and use of calculators, computers, and phones.

Nice To Haves

Previous experience with Customer Relationship Management (CRM) systems.
Bilingual ability or knowledge of another language.

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, including through face-to-face outreach at events, door knocking, or group seminars.
Follow up with families after services to obtain referrals and support their needs.
Build relationships with community and civic organizations.
Present Dignity Memorial Personal Planning Guide information to families served and referred families.
Track activity levels and maintain productivity.
Remain flexible with scheduling, including working nights and weekends when needed to achieve results.
Build and maintain strong business relationships with families by understanding and addressing their needs and following through on commitments.
Respond to client inquiries promptly, respectfully, sensitively, and professionally.
Support grieving families with acts of kindness, attentive listening, honest communication, and genuine concern.
Recommend solutions suited to each family's needs and maintain contact to ensure satisfaction.
Prepare for appointments and perform procedures professionally and with attention to detail.
Provide service beyond expectations, build long-term relationships, and earn families' trust and referrals.
Educate families, relatives, and friends about the benefits of pre-planning.
Work cooperatively with funeral directors and funeral home or cemetery staff to provide seamless service.
Review prior services and family contacts to prepare for current needs and sales opportunities.
Schedule arrangement continuation visits within two to three days after services and share family concerns with the SCI team.