Pre-Planning Advisor Trainee

Service Corporation International - Pflugerville, TX

Part-time - Entry Level

Remote - Pflugerville, TX

Personal and Laundry Services

About the position

The Pre-Planning Advisor Trainee (PPA) plays a crucial role in providing pre-need arrangements and services to families in a professional and caring manner. This position is designed for self-starters who are motivated to achieve their sales quotas by effectively networking and building relationships within the community. The PPA is expected to work both from home and in the field, engaging with client families to establish strong service relationships and generate referrals. A significant aspect of the role involves following up with families after services to ensure satisfaction and to foster ongoing connections that can lead to future sales opportunities. In this role, the PPA will dedicate a minimum of four hours each day to prospecting, which may include face-to-face interactions during events, door knocking, or conducting group seminars. The PPA will also be responsible for explaining and presenting the Dignity Memorial® Personal Planning Guide to families, ensuring that they understand the benefits of pre-planning. Flexibility in scheduling is essential, as the PPA may need to work evenings and weekends to meet the needs of families and achieve sales targets. Building trust-based relationships with families is paramount, as the PPA must connect with them on a personal level, addressing their concerns and needs with genuine care. This role requires a commitment to providing exceptional service that exceeds expectations, laying the groundwork for long-term relationships and future referrals. Collaboration with funeral directors and other staff members is also a key component, ensuring seamless service delivery from initial contact through aftercare and future planning.

Responsibilities

• Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need and pre-need arrangements.
• Holds self accountable for prospecting a minimum of 4 hours every day, including face-to-face interactions during events, door knocking, or group seminars.
• Obtains referrals from families served by following up through visits after the service.
• Networks and builds community and civic relationships to enhance service outreach.
• Explains and presents Dignity Memorial® Personal Planning Guide presentations to families served and referred families.
• Maintains and tracks activity levels to ensure productivity and effectiveness in sales efforts.
• Remains flexible with schedule to achieve results, often working nights and weekends.
• Establishes and maintains strong business relationships with families by connecting with them and resolving their concerns.
• Responds to client inquiries in a timely, respectful, and professional manner.
• Supports families in times of grief with acts of kindness and genuine concern.
• Develops an understanding of each family's unique needs and offers tailored solutions.
• Stays in touch with families to ensure satisfaction and continued relationship building.
• Prepares for all appointments and performs all procedures with professionalism and attention to detail.
• Provides service beyond expectations to ensure satisfaction and form the foundation for future sales.
• Builds trust-based relationships to earn the right to ask for referrals and educate families on the benefits of pre-planning.
• Collaborates with funeral directors and other staff to provide seamless, high-quality service.
• Thoroughly reviews previous services and contacts with families to support current needs and sales efforts.

Requirements

• High school education or equivalent.
• 1-2 years of college or equivalent experience.
• Current state/province issued driver's license with an acceptable driving record.
• In states/provinces where required, must hold a Funeral Directors License to perform this role.
• Sales experience or one to two years of industry experience or equivalent education.
• Previous experience with Customer Relationship Management (CRM) systems is a plus.
• Basic computer and technology skills within a sales environment.
• Ability to work well in a team, as well as independently.
• Ability to work beyond standard hours as the need arises.
• Good driving record and work ethic.
• High level of integrity and professionalism.
• Creative, outgoing, and energetic personality.
• Comfortable presenting in front of others.
• Desire to help others and provide exceptional service.
• Bilingual, knowledge of another language is a plus.

Nice-to-haves

• Previous experience with Customer Relationship Management (CRM) systems is a plus.
• Bilingual, knowledge of another language is a plus.