Job Description
Our associates celebrate lives. We celebrate our associates.
Consider the possibilities of joining a Great Place to Work!
Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPA serves families in a professional, caring and timely manner. Follow-up and generation of referrals from client families are integral to success and to establish a strong service relationship with families. The PPA also develops relationships with the community.
**JOB RESPONSIBILITIES**
**Lead Generation**
+ Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery arrangements and pre-need arrangements using company tools, processes, and standards
+ Holds self-accountable for prospecting a minimum of 4 hours every day (if working 8 hours), such as approaching families face-to-face during events, door knocking, or group seminars
+ Obtains referrals from families served by the location by following up through visits with families after the service
+ Networks and builds community and civic relationships
+ Explains and presents Dignity Memorial® Personal Planning Guide presentations to families served and referred families
+ Maintains and tracks activity levels to ensure productivity
+ Remains flexible with schedule to achieve results; often works nights and weekends
**Build Relationships with Families**
+ Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through
+ Responds to client inquiries in a timely, respectful, sensitive, and professional manner
+ Supports families in times of grief with acts of kindness
+ Connects with families through listening, honest communication, and genuine concern
+ Develops an understanding of each family's unique needs and offers solutions that provide value to them
+ Stays in touch with families to ensure satisfaction
+ Prepares for all appointments and performs all procedures with professionalism and attention to detail
+ Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships
+ Builds trust-based relationships to earn the right to ask for referrals
+ Earns the right to gain referrals to offer protection to protect family members, and the family's relatives and friends, by educating them on the benefits of pre-planning
**Teamwork**
+ Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staff
+ Collaborates and teams with funeral directors, location managers, and other members of the funeral home and or cemetery staff, to provide seamless, high-quality service
+ Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future
+ Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales
+ Acts as one team, setting arrangement continuation visits within two to three days after the service
+ Shares family concerns with the rest of the SCI team
**MINIMUM Requirements**
**Education**
+ High school education or equivalent
+ 1-2 years of college or equivalent experience
**License**
+ Current state/province-issued driver's license with an acceptable driving record
+ In states/provinces where required, must hold a Funeral Directors License to perform this role
**Experience**
+ Sales experience or one to two years industry experience or equivalent education
+ Previous experience with Customer Relationship Management (CRM) systems is a plus
**Knowledge, Skills, and Abilities**
+ Basic computer and technology skills within a sales environment
+ Ability to work well in a team, as well as independently
+ Ability to work beyond "standard" hours as the need arises
+ Good driving record
+ Good work ethic
+ High level of integrity
+ Creative, outgoing, and energetic
+ Comfortable presenting in front of others
+ Desire to help others
+ Bilingual, knowledge of another language is a plus
**Target Compensation Range: $50,000 to $100,000 annually.**
The estimated total target compensation for this position in the first year typically ranges from **$50,000 to $100,000 annually** based on a strong commission-based incentive structure. In subsequent years, sales professionals commonly earn **$100,000 to $150,000 or more annually** . Actual compensation will vary based on individual performance, geographic location, and applicable business conditions.
_(Note: As part of the total compensation plan, this position pays no less than $_ _17.81_ _per hour for all hours worked)_
**Benefits** : Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care) *Health Savings Account with Company Contribution*Sick Leave*Short-Term Disability*Long-Term Disability*Life Insurance*Voluntary Accidental Death or Dismemberment Insurance*Dependent Life Insurance*SCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program
As part of your pre-employment background check, your criminal conviction history will be verified, given that this role requires the following material job duties: Working with or around client families, colleagues, and working with confidential information. Convictions creating a direct, adverse, and negative relationship with the identified job duties may result in the withdrawal of a conditional job offer.
Postal Code: 95125
Category (Portal Searching): Sales
Job Location: US-CA - San Jose
Job Profile ID: S00157
Time Type: Full time
Location Name: Oak Hill Funeral Home, Memorial Park, Mortuary & Crematory
Job Tags
Hourly pay, Full time, Temporary work, Flexible hours, Night shift, Weekend work,
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