Pre-Planning Advisor

Job description

Our associates celebrate lives. We celebrate our associates. Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is 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: Lead Generation: 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 (if working 8 hours) such as approaching families face-to-face during events, door knocking or group seminars 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...