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This role (NAS RET Advisor) is responsible for contacting past customers with canceled cemetery or funeral contracts to reestablish trust, reintroduce available products/services, and complete new contracts. The role includes full-cycle sales activities such as prospecting, qualification, virtual/in-person presentations, and collaborating with location partners on contract specifics and financing. Additionally, this role plays a key role in restoring customer relationships and generating revenue through recovered and renewed pre-need plans. Additional responsibilities include understanding industry expectations, learning about products/services, finance/insurance options, and utilizing Customer Relationship Management (CRM).

JOB RESPONSIBILITIES

Complete a comprehensive onboarding program that requires successfully completing coursework, passing assessments, and demonstrating the appropriate skills to begin fulfilling the following responsibilities:Contact existing clients who have canceled or incomplete contracts in order to generate interest in scheduling an appointment virtually (or at Dignity Memorial location), depending on the client's needs, to rewrite their contract.Qualify interest, educate on reinstatement options, and explain product and service updates.Make presentations (via phone, video, or in-person) to offer reinstatement or new solutions, including financing and upgraded memorialization.Applying listening and empathy skills to facilitate the selection process and explain features. Completes contracts, ensuring accuracy and with all required documentation.Coordinate with local teams (General Managers, Location Managers, Office Managers) to address location-based issues or service resolutions.Maintain detailed notes and next steps within the CRM system.Follow compliance protocols and regulations.Seek out a manager’s coaching to improve sales cycle, techniques, proficiency, and product knowledge.Complete annual certification on critical skills is deemed necessary for success.This description is not an all-inclusive list of the essential functions or duties related to this job.

Minimum Requirements

Education

High School Diploma or equivalent; post-secondary education preferred

Licenses

Ability to obtain and maintain insurance license as required by the state/provinceCurrent state/province-issued driver’s license with an acceptable driving record

Experience

2+ years in sales, account management, or customer service.Sales or Customer experience preferredPrevious experience with Customer Relationship Management (CRM) sales systems preferred

Knowledge, Skills, and Abilities

Clear, compassionate communicators who excel at problem-solving.Strong verbal and written communication skills.Proficient computer skills including the MS Office suiteProficient computer skills with CRM and Social Networking Apps preferredBilingual, knowledge of another language preferredProfessional attire is required when meeting with clients or representing the companyProfessional, coachable, and goal-orientedAble to work flexible hours, including evenings and weekends

Work Conditions

Work EnvironmentWork indoors during all seasons and weather conditionsComply with the Corporate dress code policyReliable internet accessWork PosturesSitting continuously for many hours per day, up to 6 hours per dayPhysical DemandsPhysical effort requiring manual dexterity is required, including paperwork, calculators, computers and phone usageWork Hours

Working beyond “standard” hours as the need arises

Postal Code: 77019

Category (Portal Searching): Sales

Job Location: US-TX - Houston