Talent.com
Advance Planning Counselor

Advance Planning Counselor

Cypress LawnSan Mateo, CA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Description :

The Advance Planning Counselor (APC) is a self-starter expected to achieve their target by selling pre-need arrangements and services. The APC serves families in a professional, caring and timely manner. Follow-up and generation of referrals from our families are integral to success and to establish a strong service relationship with families. The APC also develops relationships with the community.

JOB RESPONSIBILITIES

Lead Generation

  • Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery and funeral arrangements and pre-need arrangements using company tools, processes and standards
  • Obtains referrals from families served by the location by following up through visits with families after the service
  • Remains flexible with schedule to achieve results; often works nights and weekends

Build Relationships with Families

  • Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through
  • Responds to client inquiries in a timely, respectful, sensitive and professional manner
  • Supports families in time of grief with acts of kindness
  • Consistently builds relationships and works cooperatively with all funeral and cemetery staff

    • Requirements : Education

  • High school education or equivalent

    • License

  • Current state issued driver’s license with an acceptable driving record
  • CA Dept of Insurance Limited Life License is strongly preferred but not required.

    • Experience

  • Sales experience or one to two years industry experience or equivalent education
  • Previous experience with Customer Relationship Management (CRM) systems is a plus

    • Knowledge, Skills and Abilities

  • Basic computer and technology skills within a sales environment
  • Ability to work well in a team, as well as independently
  • Ability to work beyond “standard” hours as the need arises
  • Good driving record
  • Good work ethic
  • Comfortable presenting in front of others
  • Desire to help others
  • Bilingual, knowledge of another language is a plus (Chinese, Spanish and Tagalog)
    • Create a job alert for this search

    Counselor • San Mateo, CA, US