Virtual Planning Advisor

SCI Shared Resources, LLC

Our associates celebrate lives. We celebrate our associates.

Consider the possibilities of joining a Great Place to Work!

The Virtual 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.


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 virtually, including evenings and weekends.

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


High School Diploma or equivalent


Insurance license preferred, but not required

Current state/province issued driver’s license with an acceptable driving record


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 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

Postal Code: 77019

Category (Portal Searching): Sales

Job Location: US-TX – Houston

Job Profile ID: S00159

Time Type: Full time

Location Name: SCI Corporate Office