Pre-Planning Advisor

Job summary

The Pre-Planning Advisor is responsible for generating leads through networking and community engagement to sell pre-need funeral and cemetery arrangements. They must build trust-based relationships with families, provide professional support, and collaborate with funeral home staff to ensure high-quality service.

Job details

Our associates celebrate lives. We celebrate our associates. Job Profile Summary 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 The estimated total target for this position in the first year typically ranges from $50,000 to $100,000 annually, consisting of a strong commission-based incentive structure and base pay. 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. The position includes an hourly rate of $18.25/hr as part of the total compensation structure. Benefits include - Medical, Dental, AD&D Insurance and more RRSP Matching and Deferred Profit Sharing company programs Vacation is paid out each paycheck #SCI Postal Code: V5G 3M1 Category (Portal Searching): Sales Job Location: CA-BC - Burnaby

What you’ll do

The Pre-Planning Advisor is responsible for generating leads through networking and community engagement to sell pre-need funeral and cemetery arrangements. They must build trust-based relationships with families, provide professional support, and collaborate with funeral home staff to ensure high-quality service.

Requirements

Candidates must have a high school diploma or equivalent, with 1-2 years of college or relevant sales experience preferred. A valid driver's license is required, and a Funeral Director's license may be necessary depending on the specific state or province.

Benefits

• Medical insurance
• Dental insurance
• AD&D insurance
• RRSP matching
• Deferred profit sharing
• Paid vacation

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Sales · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Lead generation
• Networking
• Customer relationship management
• Public speaking
• Communication
• Prospecting
• Relationship building
• Time management
• Customer service
• Presentation skills
• Negotiation
• Active listening
• Problem solving
• Computer literacy
• Self-Starter
• Energetic
• Good Driving Record
• Professionalism
• Sales Prospecting
• Follow Through
• Strong Work Ethic
• Valid Driver's License
• Planning
• Multilingualism
• Customer Relationship Management
• Selling Techniques
• Lead Generation
• Presentations
• Relationship Building
• Teamwork
• Detail Oriented
• Honesty

Job areas

• Sales
• Customer Service & Support
• Social Services
• Pre-Planning Advisor
• Sales Advisor
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

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