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Our associates celebrate lives. We celebrate our associates.

Consider the possibilities of joining a Great Place to Work!

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.

JOB RESPONSIBILITIES

Key Responsibilities:

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Proactively schedule After Care Visit appointments with families previously served through our mortuary for At-Need services.

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Communicate the importance and value of pre-planning by presenting Personal Planning Guides to families.

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Use Salesforce to manage client accounts, track activity, and maintain follow-up.

MINIMUM** **Requirements

Qualifications:

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Compassionate, results-driven, and adaptable, with strong communication skills.

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Tech-savvy and flexible; bilingual candidates are encouraged to apply.

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Willingness to travel to client homes or company locations. Weekend and evening availability may be required.

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Must have prior experience in At-Need funeral arrangements.

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Limited Life License will be required

Education

+ High School Diploma or equivalent

Licenses

+ Ability to obtain and maintain insurance license as required by state/province

+ Current state/province issued driver’s license with an acceptable driving record

Experience

+ Sales or Customer experience preferred

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

Knowledge, Skills and Abilities

+ 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 CONDITIONS

Work Environment

+ Work indoors during all seasons and weather conditions

+ Comply with Corporate dress code policy

Work Postures

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

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

\#SCI

Compensation:

Salary: $18.00/hr ($40,000 - $100,000 annualized targeted first year earnings)

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: 92840

Category (Portal Searching): Sales

Job Location: US-CA - Garden Grove

Job Profile ID: S00158

Time Type: Full time

Location Name: Dimond & Shannon Mortuary