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The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPAR 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 PPAR also develops relationships with the community.
JOB RESPONSIBILITIES
Lead Generation
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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
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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
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Obtains referrals from families served by the location by following up through visits with families after the service
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Networks and builds community and civic relationships
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Explains and presents Dignity Memorial® Personal Planning Guide presentations to families served and referred families
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Maintains and tracks activity levels to ensure productivity
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Remains flexible with schedule to achieve results; often works nights and weekends
Build Relationships with Families
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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
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Responds to client inquiries in a timely, respectful, sensitive and professional manner
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Supports families in time of grief with acts of kindness
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Connects with families through listening, honest communication and genuine concern
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Develops an understanding of each family’s unique needs and offers solutions that provide value to them
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Stays in touch with families to ensure satisfaction
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Prepares for all appointments and performs all procedures with professionalism and attention to detail
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Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships
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Builds trust-based relationships to earn the right to ask for referrals
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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
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Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staff
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Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service
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Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future
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Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales
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Acts as one team, setting arrangement continuation visits within two to three days after the service
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Shares family concerns with rest of the SCI team
MINIMUM Requirements
Education
License
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Current state/province issued driver’s license with an acceptable driving record
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In states/provinces where required, must hold a Funeral Directors License to perform this role
Experience
Knowledge, Skills and Abilities
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Basic computer and technology skills within a sales environment
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Ability to work well in a team, as well as independently
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Ability to work beyond “standard” hours as the need arises
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Good driving record
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Good work ethic
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High-level of integrity
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Creative, outgoing and energetic
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Comfortable presenting in front of others
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Desire to help others
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Bilingual, knowledge of another language is a plus
Work CONDITIONS
Work Environment
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Work indoors and outdoors during all seasons and weather conditions
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Local and/or multiple location traveling required
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Comply with dress code policy
Work Postures
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Sitting continuously for many hours per day, up to 6 hours per day
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May climb stairs to access buildings
Physical Demands
- Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage
Work Hours
- Working beyond “standard” hours as the need arises
Compensation:
Salary: $15.96\hour ($33,280 - $80,000 annualized targeted first year earnings)
Benefits : Part-time associates working an average 20 hours a week may be eligible for 401(k)
Postal Code: 91321
Category (Portal Searching): Sales
Job Location: US-CA - Newhall
Job Profile ID: S00157
Time Type: Part time
Location Name: Eternal Valley Memorial Park & Mortuary