Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! 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** Key Responsibilities: + Proactively schedule After Care Visit appointments with families previously served through our mortuary for At-Need services. + Communicate the importance and value of pre-planning by presenting Personal Planning Guides to families + Use Salesforce to manage client accounts, track activity, and maintain follow-up. + **MINIMUM** **Requirements** Qualifications: • Compassionate, results-driven, and adaptable, with strong communication skills. • Tech-savvy and flexible; bilingual candidates are encouraged to apply. • Willingness to travel to client homes or company locations. Weekend and evening availability may be required. • Must have prior experience in At-Need funeral arrangements. • Limited Life License will be required. **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 \#SCI Compensation: Salary: $18.00/hr ($40,000 - $100,000 annualized targeted first year earnings) Benefits: Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care)*Health Savings Account with Company Contribution*Sick Leave*Short-Term Disability*Long-Term Disability*Life Insurance*Voluntary Accidental Death or Dismemberment Insurance*Dependent Life Insurance*SCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program Postal Code: 92840 Category (Portal Searching): Sales Job Location: US-CA - Garden Grove Job Profile ID: S00158 Time Type: Full time Location Name: Dimond & Shannon Mortuary