Advance Planning Counselor - Outside Sales Representative at Carriage Services in Titusville, FL

Job description

• 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.

Responsibilities

• 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.

Requirements

• MUST HAVE DOOR TO DOOR SALES AT LEAST 2 YEARS EXPERIENCE
• A desire to make money while helping people
• Strong telephone, interpersonal, and communications skills
• High level of compassion and integrity
• Independent, self-reliant, and self-motivated.
• Must be able to multi-task, set priorities and manage appointments
• 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.

Skills

Required

• High level of compassion and integrity
• Basic overall computer proficiency

Preferred

• BI-LINGUAL IS A PLUS

Benefits

• Make what you want: Earn competitive compensation that you control by setting and closing appointments EXTRA INCOME OPPORTUNITY
• Live Flexibly: Enjoy the freedom of being your own boss, setting your schedule and balancing work and life priorities.
• Advance your career: A current life insurance license or ability to obtain one will give you professional credentials to use now and in the future. We promote from within!
• 8 weeks of Paid Training