Pre-Planning Advisor Position Available In Lee, Florida

Pre-Planning Advisor Coral Ridge Funeral Home and Cemetery Cape Coral, FL Job Details Full-time $56,145 – $150,000 a year 21 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Flexible schedule Qualifications CRM software Cold calling Sales Customer service Salesforce Upselling Mid-level Driver’s License Computer skills Communication skills Negotiation Technical sales Full Job Description

• part of Dignity Memorial Network
• Summary As a Pre-Planning Advisor, you will utilize your core skills in negotiation, customer service, and sales to provide expert guidance and support to clients in planning for their future needs.

With relevant skills in sales, cold calling, and sales management, you will excel in analyzing client needs, conducting product presentations, and upselling services. Your strong communication skills will be essential in building lasting relationships and ensuring client satisfaction. Join our team and make a meaningful impact by helping clients navigate important decisions with confidence.

JOB RESPONSIBILITIES

Lead Generation

• Holds self-accountable for prospecting a minimum of 2 hours each day
• Obtains referrals from families served by the location
• Networks and builds community and civic relationships
• Explains and presents presentations to families served and referred families
• Maintains and tracks activity levels to ensure productivity Build Relationships with Families
• Responds to client inquiries in a timely, respectful, sensitive and professional manner
• 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
• Follows through on all customer problems and requests
• Builds trust-based relationships to earn the right to ask for referrals
• 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
• Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future
• Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service
• Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales
• Shares family concerns with rest of the SCI team Qualifications Strong negotiation, customer service, and sales skills Experience in sales Familiarity with CRM system and Salesforce Ability to manage multiple accounts Previous experience in cold calling Computer skills Driver’s License Excellent communication skills to effectively interact with clients and team members

Job Type:

Full-time Pay:

$56,145.00 – $150,000.00 per year

Benefits:

401(k) Dental insurance Flexible schedule Health insurance Paid time off Vision insurance

Compensation Package:

Bonus opportunities Commission pay Monthly bonus Quarterly bonus Uncapped commission

Schedule:

8 hour shift Day shift Evenings as needed Monday to Friday No nights Rotating weekends

Work Location:

In person