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Service Corporation International · 11 hours ago

Re-engagement Planning Advisor

Grand Prairie, TX

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $100K/yr

Service Corporation International is a company dedicated to celebrating lives and its associates. The Re-Engagement Planning Advisor is responsible for engaging prospective clients in purchasing pre-planned funeral services and cemetery properties, utilizing CRM software to manage sales leads and appointments.

CommercialFamilyFuneralsService Industry

Responsibilities

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

Qualification

Customer Relationship Management (CRM)Sales experienceInsurance knowledgeProficient computer skillsBilingualProfessional communication

Required

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

Proficient computer skills including MS office suite

Professional demeanor and communication skills

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

Preferred

Sales or Customer experience preferred

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

Proficient computer skills with CRM and Social Networking Apps preferred

Bilingual, knowledge of another language preferred

Company

Service Corporation International

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Service Corporation International (NYSE:SCI), headquartered in Houston, Texas, is North America’s leading provider of death care products and services.

Founded in 1962