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　　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 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

　　Compensation:

　　Salary: $16.00/hr.- $16.90/hr

　　Benefits: Part-time associates working an average 20 hours a week may be eligible for 401(k).

　　Postal Code: 92404

　　Category (Portal Searching): Sales

　　Job Location: US-CA - San Bernardino

　　Job Profile ID: S00157

　　Time Type: Part time

　　Location Name: Mt. View Mortuary & Cemetery