Advanced Planning Counselor - Outside Sales Representative

Job Duties

• Mets 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.
• Sets up professional relationships 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.
• Spends no more than 20% of time at location or in the office.
• 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.

Qualifications

• 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

Preferred Qualifications

• A current life insurance license or ability to obtain one
• May require the possession (or ability to obtain) an insurance license as required by applicable law
• 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