Re-engagement Advisor

Our associates celebrate lives. We celebrate our associates.

• →Develop trusting relationships with prospective and existing client families in order to generate sales leads.  Updating prospective client contact information and detailed notes in Customer Relationship Management (CRM) sales system.
• →Take initiative to contact prospective clients and schedule sales appointments to meet prospective client’s schedule, including evenings and weekends. 
• →Appointments made at customers’ residence, Dignity Memorial locations or virtually
• →Applying listening and empathy skills facilitates prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs.  Explains insurance (trust) product features.  Completes sales and insurance (trust) contracts ensuring accuracy and completeness.
• →Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop sales pipeline.
• →Coordinates sales efforts with team members and other departments as appropriate. 
• →Seek out manager’s coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.

• High School Diploma or equivalent

• Ability to obtain and maintain insurance license as required by state/province
• Current state/province issued driver’s license with an acceptable driving record

• Sales or Customer experience preferred
• Previous experience with Customer Relationship Management (CRM) sales systems preferred

• Proficient computer skills including MS office suite
• Proficient computer skills with CRM and Social Networking Apps preferred
• Professional demeanor and communication skills
• Bilingual, knowledge of another language preferred
• Professional attire required when meeting with clients or representing the company
• Available to work evenings and weekends

• Work indoors during all seasons and weather conditions
• Comply with Corporate dress code policy

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

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

• Working beyond “standard” hours as the need arises

#SCI

#SCI

Target Compensation Range: $70,000 to $100,000 annually.

As part of the total compensation plan, this position pays no less than $­­­­16.90 per hour for all hours worked

Benefits:

Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care)*Health Savings Account with Company Contribution*Sick Leave*Short-Term Disability*Long-Term Disability*Life Insurance*Voluntary Accidental Death or Dismemberment Insurance*Dependent Life Insurance*SCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program