Posted Oct 12, 2026

Pre-Planning Advisor Trainee

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Our associates celebrate lives. We celebrate our associates. 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. Job Responsibilities 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. Prospecting - 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 Teamwork - 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 Minimum Requirements Education - High school diploma or equivalent required; college coursework preferred License - 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 Experience - 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 Postal Code: 63125 Category (Portal Searching): Sales Job Location: US-MO - Saint Louis