Our associates celebrate lives. We celebrate our associates.

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

Our associates celebrate lives. We celebrate our associates.

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

Sales Professional - Outside Sales

Sales Professional - Outside Sales

Service Corporation International

Service Corporation International

Benefits

Service Corporation International