Re-engagement Planning/Sales Advisor

1 week ago

Vaughan, Ontario, Canada Service Corporation International Full time $40,000 - $80,000 per year

Our associates celebrate lives. We celebrate our associates.

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
Postal Code: N1S 1M8Category (Portal Searching): SalesJob Location: CA-ON - Thornhill

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