Pre-Planning Advisor Trainee

SCI Shared Resources, LLC - Ottawa, ON (30+ days ago)

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Our associates celebrate lives. We celebrate our associates.

Consider the possibilities of joining a Great Place to Work!

Working from home, presents at-need cemetery and pre-need arrangement services and products to consumers. Responsible for achieving monthly sales target. As a self-starter, develops relationships within the community to generate qualified leads. Follows up on leads generated from marketing campaigns to qualify lead and schedule sales appointments. Follow-up with client families for referrals by establishing professional relationships and service excellence.


Revenue Generation

Responsible for attaining or exceeding monthly sales revenue quota. Applying sales skills, presents Dignity Memorial® Personal Planning Guide electronic power point presentations to consumers informing them of at-need cemetery and pre-need arrangement services and products. Influences consumer on the benefits of pre-planning for a soft close.
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. Provides service beyond expectations to form the foundation for future sales. Promotes the SCI Brand and service excellence.
Following company processes and procedures, thoroughly and accurately completes contracts; follows up on outstanding documents and family questions. Provides and walks family through final contract. Addresses final questions.


Self-initiates leads throughout the community, professional networks, civic, businesses, and organizations by building professional and reliable relationships. Prospects at least 50% of workday such as 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, often works nights and weekends
Obtains referrals from families served through after care visits (ACV).
Schedules sales appointments. Based on qualifying lead, prepares marketing materials or cultural knowledge for appointments.

Build Relationships with Families

Establishes and maintains professional and service oriented relationships with families by connecting with the family, resolving their concerns and needs, and meeting commitments. Connects with families through listening, honest communication and genuine concern
Supports families in time of grief with acts of kindness; attends services and/or receptions.
Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future


Collaborates and builds professional working relationships with management and staff to provide high quality services and improve processes
Shares family concerns with rest of the SCI team



High school diploma or equivalent required
college coursework preferred


Funeral Directors License where required by state law
Life Insurance license where required by state law; company will support obtaining licensing
Current state/province issued driver’s license with an acceptable driving record


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

Skills and Abilities

Computer and technology skills
Goal oriented self-starter
Public speaking ability; comfortable presenting to small groups
Ability to work well in a team, as well as independently
Ability to work a significant number of evenings and weekends
Bilingual is a plus
Additional Job DescriptionAdditional Job Description
Job Title DefaultJob Title DefaultPre-Planning Advisor Trainee
Restrict to CountryRestrict to Country(empty)
Management LevelManagement Level
11 Individual Contributor
Job FamilyJob Family
Sales Counselor
Job CategoryJob Category
Outside Sales
Job ClassificationsJob Classifications
21 - Individual Contributor - Sales (Expenditure Authority)
4 - Sales Workers (EEO-1-United States of America)
Access to customer, associate, or 3rd party information? - Managing Privacy (Training Requirements)
Creates /maintains electronic and/or hard copy records - Records Management (Training Requirements)
DefiningRecording Hours - DefiningRecording Hours (Training Requirements)
More (7)
Work Shift RequiredWork Shift RequiredNo
Public JobPublic JobYes
Referral Payment PlanReferral Payment Plan

Postal Code: K1V 1A6

Category (Portal Searching): Sales

Job Location: CA-ON - Ottawa

Req ID: Req.88753

Position Type: Full time

Who we are. What we do.

We are North America’s largest provider of funeral, cremation and cemetery services. We are more than 20,000 dedicated individuals, who proudly serve our community, provide caring assistance to families in need, and honor veterans and public servants.

We operate under the umbrella of the Dignity Memorial network of 1,800 funeral homes and cemeteries. Dignity Memorial providers care for more than 300,000 families each year and understand the importance of thoughtful, personalized arrangements. For us, there is no greater responsibility than honoring and preserving the story of one’s life.

"SCI” refers to Service Corporation International and its affiliates.

Equal Opportunity Employer, M/F/D/V