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The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPAR 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 PPAR also develops relationships with the community.

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 time 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 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 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 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

Work Conditions

Work Environment

• Work indoors and outdoors during all seasons and weather conditions

• Local and/or multiple location traveling required

• Comply with dress code policy

Work Postures

• Sitting continuously for many hours per day, up to 6 hours per day

• May climb stairs to access buildings

Physical Demands

• Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours

• Working beyond "standard" hours as the need arises

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: MedicalDentalVisionFlexible Spending Accounts (health care and dependent care)Health Savings Account with Company ContributionSick LeaveShort-Term DisabilityLong-Term DisabilityLife InsuranceVoluntary Accidental Death or Dismemberment InsuranceDependent Life InsuranceSCI 401(k) Retirement Savings Plan with Company matchEmployee 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 withdrawal of a conditional job offer.

Postal Code: 95125

Category (Portal Searching): Sales

Job Location: US-CA - San Jose