Advanced Planning Sales Counselor

Advanced Planning Sales Counselor At Carriage Services we believe in the concept of “First Who, Then What.
” We have learned that leaders, who attract and surround themselves with the best people, achieve great things.
We believe in the Four E’s of Leadership—Energy, Energize, Edge, and Execute.
Carriage Services is a leading provider in death care in the United States and is changing the face of the funeral and cemetery industry.
We invite you to be a part of this sweeping change.
Carriage Services is an equal opportunity employer.
The Outside Advanced Planning Representative is accountable for assisting families, who need to make pre-need funeral and cremation arrangements, with the selection of services and merchandise, ensuring the expectations of client families and their guests are exceeded.
Seeking an Advanced Planning Counselor for Conejo Mountain Funeral Home & Memorial Park.
Compensation: $50,000 per year Job Type: Full-Time The “Who” High school diploma or equivalent required; some college or college degree preferred.
Proven track record of success in outside sales production strongly preferred.
May require the possession (or ability to obtain) an insurance license as required by applicable law; and Valid driver’s license in good standing and acceptable driving record.
Minimum of 2 years of sales experience Ability to read, write and speak English fluently - BI-LINGUAL IS A PLUS.
The “What” Meets with client families on a pre-need basis to ensure that they are presented with all options pertaining to funeral and cremation services and the related merchandise.
Works independently away from the location to solicit new leads, referrals, and sales opportunities.
Proactively creates and makes sales away from the location with little to no supervision.
Spends no more than 20% of time at location or in the office.
Establishes a professional relationship with client families to ensure that all needs are being met.
Represents the company in a professional and caring manner, maintaining a professional personal appearance and employing honesty, integrity, and ethical methods of performing duties.
Develops new prospects and community-based contacts through various methods, including cold calling, telephone solicitation, seminar attendance, and referrals.
Maintains positive and proactive communication and cooperation with all departments to ensure a smooth service process for the family.
Actively participates in all required location and company training initiatives.
Reports all progress to the Sales Manager (or Unit Leader) as directed, completing and submitting all required reports in a timely manner.
Responsible for adhering to pricing structures, completing all paperwork accurately and timely, and for submitting all contracts, required documents, and payments to the business office within required deadlines.
Benefits: 401(k) Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Paid time off Paid training Vision insurance