Re-engagement Advisor
Quick Summary
Our associates celebrate lives. We celebrate our associates. The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust),
Our associates celebrate lives. We celebrate our associates.
The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities include completing a training program which requires successfully complete course work, passing exams, and demonstrating the appropriate skills to begin fulfilling the following responsibilities.Compassionate and results-driven sales representative to actively set appointments and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned cemetery/mausoleum property to meet their personal and cultural needs. Take pride in service excellence and a technology rich company to support revenue quota achievement.
Responsibilities
~1 min read- →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.
Requirements
~1 min read- 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
Target Compensation Range: $75,000 to $100,000 annually.The estimated total target compensation for this position in the first year typically ranges from $75,000 to $100,000 annually based on a strong commission-based incentive structure. 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.
(Note: As part of the total compensation plan, this position pays no less than $18.00 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
Postal Code: 92683Category (Portal Searching): SalesJob Location: US-CA - WestminsterLocation & Eligibility
About this job
- Pay per year
- $75,000–$100,000 a year
- 29% above the $67,746 median for Other jobs on Jobera (131,715 salaries).
- Posted
- 10 days ago
Listing Details
- Posted
- October 22, 2026
- First seen
- November 1, 2026
- Last seen
- November 1, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 40%
- Scored at
- November 1, 2026
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