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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

+ 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.

MINIMUM** **Requirements

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

**Compensation** : $40,000 to $100,000 targeted compensation (with higher earnings potential based on exceptional performance)

Postal Code: 97220-3820

Category (Portal Searching): Sales

Job Location: US-OR - Portland

Job Profile ID: S00158

Time Type: Full time

Location Name: Gateway Little Chapel of the Chimes