Re-engagement Advisor
- Location
- CA - Encinitas
- Work mode
- On-site
- Employment type
- Full-time
About the job
Our associates celebrate lives. We celebrate our associates.
The Re-Engagement 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
- Develop trusting relationships with prospective and existing client families in order to generate sales leads. Updating prospective client contact information and detailed notes in Customer Relationship Management (CRM) sales system.
- Take initiative to contact prospective clients and schedule sales appointments to meet prospective client’s schedule, including evenings and weekends.
- Appointments made at customers’ residence, Dignity Memorial locations or virtually
- Applying listening and empathy skills facilitates prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs. Explains insurance (trust) product features. Completes sales and insurance (trust) contracts ensuring accuracy and completeness.
- Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop sales pipeline.
- Coordinates sales efforts with team members and other departments as appropriate.
- Seek out manager’s coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.
MINIMUM Requirements Education
• High School Diploma or equivalent
- High School Diploma or equivalent
• Ability to obtain and maintain insurance license as required by state/province
- Ability to obtain and maintain insurance license as required by state/province
- Current state/province issued driver’s license with an acceptable driving record
• Sales or Customer experience preferred
- Sales or Customer experience preferred
- Previous experience with Customer Relationship Management (CRM) sales systems preferred
- 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
#SCI
Target Compensation Range: $70,000 to $100,000 annually. As part of the total compensation plan, this position pays no less than $16.90 per hour for all hours worked
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: 92024
Category (Portal Searching): Sales
Job Location: US-CA - Encinitas
From SD4 California Cemetery and Funeral Services, LLC's careers page (Workday), checked 29 Oct 2026.
How to apply
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Posted 27 Oct 2026 · checked 29 Oct 2026 · Report this job