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Advanced Planning Advisor

4 months ago

Lafayette, United States Carriage Services Full time
Job DescriptionJob DescriptionAdvanced Planning Sales Counselor

At Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this exciting journey as we continue to shape the future of our industry. 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 a new Advanced Planning Sales Representative for Oakmont Memorial Park Adv Planning home.

Compensation: $55,000 per year

Job-Type: Full-Time

Location: 2099 Reliez Valley Rd Lafayette, California.

Qualifications:

  • 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.

Job Duties:

  • 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