Pre-Planning Advisor

Hawaiian Memorial Park Cemetery   Kaneohe, HI   Full-time     Sales
Posted on May 25, 2021

Pre-Planning Advisor (S00029)

A self-starter expected to achieve their quota (pacesetter) 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.

 

JOB RESPONSIBILITIES

  • Responsible for attaining or exceeding monthly sales revenue quota
  • Explains and presents Dignity Memorial® Personal Planning Guide presentations to families for pre-need arrangements using company tools, processes and standards
  • Guides and tours prospective families through cemetery grounds or crematory mausoleums actively listening to needs, asking probing questions, and discussing options. Develops an understanding of each family’s unique needs and offers solutions to meet their needs
  • Networks and builds community and civic relationships
  • Prospects approaching families face-to-face during events, door knocking, or seminars
  • Maintains and tracks activity levels in Customer Relationship Management (CRM) database to ensure productivity
  • Remains flexible with schedule to achieve results; often works nights and weekends
  • Schedules sales appointments. Based on qualifying lead, prepares marketing materials or cultural knowledge for appointments
  • Build Relationships with Families
  • Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs in a timely and respectful manner, and committing to follow through
  • Connects with families through listening, honest communication and genuine concern
  • Teamwork
  • Collaborates and builds professional working relationships with management and fellow employees to provide high quality services and improve processes
  • Shares family concerns with Manager

 

 

MINIMUM REQUIREMENTS

 

Education

  • High school diploma or equivalent required
  • College coursework preferred

Experience

  • Sales experience preferred
  • Industry experience a plus
  • Previous experience with Customer Relationship Management (CRM) systems is a plus

Certification/Licenses

  • Life Insurance license where required by state law; company will support obtaining licensing
  • Current Hawai‘i driver’s license with an acceptable driving record

Knowledge, Skills and Abilities

  • Basic computer and technology skills within a sales environment
  • Goal oriented self-starter
  • Public speaking ability; comfortable with presenting to small groups
  • Ability work well in a team, as well as independently
  • Ability to work a significant number of evenings and weekends
  • Bilingual, knowledge of another language is a plus

 

Compensation: TBD

 

Benefits

Medical, Dental, Vision, Flexible Spending Accounts (health care and dependent care), Sick Leave, Short-Term Disability, Long-Term Disability, Voluntary Accidental/Death or Dismemberment Insurance, SCI 401(k) Retirement Savings Plan with Company match, Employee Assistance Program

 

Position Type: Full-Time


Hawaiian Memorial Park Cemetery

45-425 Kamehameha Highway
Kaneohe , HI