Cemetery Sales Family Service Advisor

Foundation Partners Group•Chico, CA

About The Position

The Cemetery Sales Family Service Advisor sells cemetery services, property and merchandise, and pre-need funeral services and inventory in accordance with goals established by sales management. Sales are made both at need and preneed. The role combines outside sales with client family service, including developing leads, arranging and presenting prearrangements, attending family services, completing sales documentation, and maintaining records of sales activity.

Requirements

High school diploma or equivalent.
Valid state-issued driver's license with a clear driving record.
Ability to travel independently.
Insurance license or ability to obtain one, depending on the funding mechanism for the product sold.

Nice To Haves

Formal training in business or a business-related area is strongly preferred.
Experience in commissioned sales is strongly preferred.

Responsibilities

Sell company pre-arranged funeral contracts, cemetery property, and merchandise in accordance with established sales objectives and procedures.
Make advance-of-need sales and explain funding mechanisms for prearrangements, including cash and installment sales.
Complete contracts and other required documents in accordance with company policies and customer-service requirements.
Develop personal sales leads through contacts, telephone solicitation, family follow-ups, and group marketing activities such as direct mail, media, mall kiosks, or home show booths.
Set appointments and present prearrangements in prospective client families’ homes.
Attend visitations, funerals, and interment services of client families.
Attend sales meetings and group sales activities as directed.
Provide client family services that support the primary outside sales responsibility.
Maintain records of personal sales activity and performance results as prescribed by the company.
Refer deviations from prescribed policies or procedures to sales management, including matters involving prices, credit, discounts, contract terms, and conditions of sale.