Re-engagement Planning Advisor
5 days ago
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 completing 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.
Pay
- $17.40/hr + commission.
Postal Code: V5G 3M1
Category (Portal Searching): Sales
Job Location: CA-BC - Burnaby
Job Profile ID: S00158
Time Type: Part time
Location Name: Forest Lawn Funeral Home
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