Sales Professional - Funeral Industry

Job Description

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 review 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
• Share 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 BC driver’s license with an acceptable driving record

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

Job Types: Full-time, Permanent

Pay: $50,000.00-$100,000.00 per year

Benefits:

• Casual dress
• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Vision care
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Weekends as needed

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Burnaby, BC V5G 3M1: reliably commute or plan to relocate before starting work (required)

Licence/Certification:

• Driving Licence (required)

Work Location: In person

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