Advance Planning Counselor

Description:

The Advance Planning Counselor (APC) is a self-starter expected to achieve their target by selling pre-need arrangements and services. The APC serves families in a professional, caring and timely manner. Follow-up and generation of referrals from our families are integral to success and to establish a strong service relationship with families. The APC also develops relationships with the community.

JOB RESPONSIBILITIES

Lead Generation

· Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery and funeral arrangements and pre-need arrangements using company tools, processes and standards

· Obtains referrals from families served by the location by following up through visits with families after the service

· Remains flexible with schedule to achieve results; often works nights and weekends

Build Relationships with Families

· Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through

· Responds to client inquiries in a timely, respectful, sensitive and professional manner

· Supports families in time of grief with acts of kindness

· Consistently builds relationships and works cooperatively with all funeral and cemetery staff

Requirements:

Education

· High school education or equivalent

License

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

· CA Dept of Insurance Limited Life License is strongly preferred but not required.

Experience

· Sales experience or one to two years industry experience or equivalent education

· Previous experience with Customer Relationship Management (CRM) systems is a plus

Knowledge, Skills and Abilities

· Basic computer and technology skills within a sales environment

· Ability to work well in a team, as well as independently

· Ability to work beyond “standard” hours as the need arises

· Good driving record

· Good work ethic

· Comfortable presenting in front of others

· Desire to help others

· Bilingual, knowledge of another language is a plus (Chinese, Spanish and Tagalog)