Cemetery Sales Family Service Advisor

Foundation Partners Group•Durham, CA

About The Position

This position 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 also provides client family services in support of its primary outside sales responsibility.

Requirements

High school diploma or equivalent.
Valid state-issued driver's license with a clear driving record.
Ability to travel independently.

Nice To Haves

Some formal training in business or business-related areas is strongly preferred.
Experience in commissioned sales is strongly preferred.
Insurance license, or ability to obtain one, depending on the funding mechanism for the product sold.

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 arrange funding for prearrangements, including cash and installment sales.
Complete contracts and other required documents to provide sales and customer service in accordance with company policies.
Develop personal sales leads through personal contacts, telephone solicitation, family follow-ups, and group marketing activities such as direct mail, media, mall kiosks, or home show booths.
Set appointments and make presentations in prospective client family homes to sell prearrangements.
Attend visitations, funerals, and interment services of client families.
Attend sales meetings and group sales activities as directed.
Provide client family services supporting 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.