Advance Planning Counselor - Outside Sales Representative

• High School Diploma or equivalent some; college or college degree preferred.

• Proven track record of success in outside sales production strongly preferred.

• Minimum of 2 years of sales experience.

• May require the possession (or ability to obtain) an insurance license as required by applicable law.

• Valid state issued driver’s license in good standing and acceptable driving record.

• Ability to read, write and speak English fluently - BI-LINGUAL IS A PLUS.

• Basic overall computer proficiency.

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.

Consistently meets or exceeds company Standards in revenue generation in order to maintain employment and benefits eligibility status.

Complies with all company procedures for customer service when dealing with families, handling complaints, completing post-interment service activities, and performing other duties necessary to ensure quality service levels.

Protects confidentiality of company and client family information, including sales and marketing programs and materials, names and addresses of client families and employees, and other related information.

Maintains strict adherence to pricing structures and submits all paperwork, contracts, and payments (monies) to the business office within prescribed timeframe.

Identifies and remedies all hazards at location and on grounds.