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Role Description

The Pre-Planning Advisor (PPA) is a self-starter expected to achieve their quota target by selling pre-need arrangements and services. The PPA 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 PPA also develops relationships with the community.

• 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
• Holds self accountable for prospecting a minimum of 4 hours every day
• Obtains referrals from families served by the location by following up through visits with families after the service
• Networks and builds community and civic relationships
• Explains and presents Dignity Memorial® Personal Planning Guide presentations to families served and referred families
• Maintains and tracks activity levels to ensure productivity
• Remains flexible with schedule to achieve results; often works nights and weekends
• Establishes and maintains strong business relationships with families by connecting with them, relating to them, resolving their concerns and needs, and committing to follow through
• Responds to client inquiries in a timely, respectful, sensitive, and professional manner
• Supports families in times of grief with acts of kindness
• Connects with families through listening, honest communication, and genuine concern
• Develops an understanding of each family’s unique needs and offers solutions that provide value to them
• Stays in touch with families to ensure satisfaction
• Prepares for all appointments and performs all procedures with professionalism and attention to detail
• Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships
• Builds trust-based relationships to earn the right to ask for referrals
• Earning the right to gain referrals to offer protection to family members by educating them on the benefits of pre-planning
• Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staff
• Collaborates and teams with funeral directors, location managers, and other members of funeral home and/or cemetery staff, to provide seamless, high-quality service
• Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future
• Thoroughly reviews previous services and contacts with families to prepare to support current needs and/or sales
• Acts as one team, setting arrangement continuation visits within two to three days after the service
• Shares family concerns with the rest of the SCI team

Qualifications

• High school education or equivalent
• 1-2 years of college or equivalent experience

Requirements

• Current state/province issued driver’s license with an acceptable driving record
• In states/provinces where required, must hold a Funeral Directors License to perform this role
• Sales experience or one to two years industry experience or equivalent education
• Previous experience with Customer Relationship Management (CRM) systems is a plus
• Basic computer and technology skills within a sales environment
• Ability to work well in a team, as well as independently
• Ability to work beyond “standard” hours as the need arises
• Good driving record
• Good work ethic
• High level of integrity
• Creative, outgoing, and energetic
• Comfortable presenting in front of others
• Desire to help others
• Bilingual, knowledge of another language is a plus

Company Description