Advanced Planning Counselor - Outside Sales Representative

About the role

As an Advanced Planning Sales Counselor for Conejo Mountain Funeral Home, you will assist families in making pre-need funeral and cremation arrangements. You will work independently to solicit new leads, referrals, and sales opportunities, and spend no more than 20% of your time at the location.

Responsibilities

• Meet with client families on a pre-need basis to present all options for funeral and cremation services and related merchandise.
• Work independently to create and make sales away from the location, establishing a professional relationship with client families.
• Proactively develop new prospects and community-based contacts through various methods such as cold calling, telephone solicitation, seminar attendance, and referrals.
• Maintain positive and proactive communication with all departments to ensure a smooth service process for the family.
• Participate in required training initiatives and report progress to the Sales Manager (or Unit Leader).
• Adhere to pricing structures, complete paperwork accurately and timely, and submit all contracts, required documents, and payments to the business office within required deadlines.

Requirements

• A desire to make money while helping people.
• Strong telephone, interpersonal, and communications skills.
• A high level of compassion and integrity.
• Independent, self-reliant, and self-motivated.
• The ability to multi-task, set priorities, and manage appointments.

Qualifications

• A high school diploma or equivalent required; some college or college degree preferred.
• A proven track record of success in outside sales production.
• A current life insurance license or the ability to obtain one.
• A valid driver's license in good standing and an acceptable driving record.
• A minimum of 2 years of sales experience.
• The ability to read, write, and speak English fluently; bilingual is a plus.

Skills

• Strong networking ability.

Benefits

Extra Income Opportunity: Earn competitive compensation that you control by setting and closing appointments (no earning cap). 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!

Pay

$60,000 - $150,000 per year

Schedule

Full-Time