Family Service Counselor
2 days ago
This role is responsible for establishing a professional relationship with client families to ensure all needs are met at the time of need or on a pre-need basis and all options pertaining to interment, cemetery property, and related merchandise and services exceed the families' expectations.
Key Responsibilities- Perform duties in a professional and caring manner with personal appearance, honesty, integrity, and ethical business acumen.
- Provide tours and guide families to the cemetery lot location.
- Build relationships, ensure excellent service, and develop potential referrals while attending services and visitations for client families; schedule and conduct aftercare appointments to ensure client family satisfaction and obtain referrals.
- Ensure compliance within state and industry regulations and in accordance with company policies and procedures by accurately completing required documents, insuring proper interment verification process, and conducting random audits.
- Maintain strict adherence to pricing structures, meeting required timelines by submitting all contracts, required documents, and payments to the Business Office.
- Report to the Sales Manager all progress, complete, and submit all required reports timely.
- Actively pursue the development of new prospects and community-based contacts by conducting presentations that highlight merchandise, services, and the benefits of pre-need arranging at business locations, client family homes, and public community events.
- Sustain positive communication and cooperation with all funeral homes, departments, and team members to ensure a service that exceeds the family expectations.
- Consistently meet or exceed company standards in revenue generation to maintain employment and benefits eligibility status.
- Protect confidentiality of company and client family information, including but not limited to sales and marketing programs, materials, names, and addresses of client families, and any additional related information.
- Participate in all required specific location and company training initiatives.
- Identify and respond to all hazards at location and on grounds.
- Perform other duties as assigned.
- Four-year degree or equivalent combination of education, training, and experience preferred.
- Prefer college degree or some college required.
- 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 state law.
- Valid state-issued driver's license in good standing and acceptable driving record.
- Ability to read, write, and speak English fluently. Bilingual is a plus.
- Attend and perform work in a professional and courteous manner in accordance with the employer's requirements.
- Demonstrated willingness to participate in growing market share through community involvement.
- Proficient in Microsoft Office Suite (Outlook, Word, Excel, Access, and PowerPoint) preferred.
- Tactful and professional when dealing with complaints or dissatisfaction with services or merchandise.
- Maintains a positive attitude and working environment through organization and communication.
- Ability to simultaneously handle multiple projects, prioritize tasks, and exercise good judgment.
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