Pre-Arranged Funeral Counselor

Fidelity Memorial Group CorpRichmond, VA
2d$70,000 - $100,000Onsite

About The Position

The prearranged funeral representative is responsible for the sale of insurance funded funerals. Responsibilities include maintaining relationships to sell funeral home services and administer sales processes. Responsibilities: Perform sales in a professional manner, with utmost integrity and ethical acumen. Working alongside and in collaboration with the funeral director in charge during arrangement conferences. Scheduling arrangement visits within 1-2 days after services are performed. Ability to generate leads and build relationships with the community. Protecting the circle of impact following service of families. Creates relationships and ensures excellent customer service to potential clients and families. Maintain adherence to pricing and timelines when submitting contracts. Ability to identify, organize and conduct 2 or more community outreach events on a monthly basis. Reports progress to Sales supervisor. Actively pursues and develops new prospects at a ratio of 2:1 Ability to meet or exceed sales goals. Protect the confidentiality of client family information. Add all activities and sales to the CRM and other designated systems Provide coverage and support to the At Need team, as needed Other duties as assigned by the sales director and Location Leader

Requirements

  • Licensed in life insurance sales in the state as prescribed by each state board or ability to gain life insurance license in the state by date of hire (or equivalent to legally write pre arranged funeral insurance contracts, depending on state regulations)
  • Strong communication and interpersonal skills
  • Desire to service others
  • Motivated, positive, self-starter who requires minimum supervision, but able to follow directions when required
  • Must be looking for a long-term employment opportunity and be able to grow with our business

Nice To Haves

  • Previous 1-2 years of sales experience preferred

Responsibilities

  • Perform sales in a professional manner, with utmost integrity and ethical acumen.
  • Working alongside and in collaboration with the funeral director in charge during arrangement conferences.
  • Scheduling arrangement visits within 1-2 days after services are performed.
  • Ability to generate leads and build relationships with the community.
  • Protecting the circle of impact following service of families.
  • Creates relationships and ensures excellent customer service to potential clients and families.
  • Maintain adherence to pricing and timelines when submitting contracts.
  • Ability to identify, organize and conduct 2 or more community outreach events on a monthly basis.
  • Reports progress to Sales supervisor.
  • Actively pursues and develops new prospects at a ratio of 2:1
  • Ability to meet or exceed sales goals.
  • Protect the confidentiality of client family information.
  • Add all activities and sales to the CRM and other designated systems
  • Provide coverage and support to the At Need team, as needed
  • Other duties as assigned by the sales director and Location Leader

Benefits

  • Employees may participate in the company health, dental, and vision insurance plans after the completion of a 90-day trial period. The employer contributes 50% of the health insurance expense for a single individual. All other expenses are at the option of and borne by the employee.
  • Employees may participate in the company 401(k) plan after the one-year anniversary of employment. The company will match up to 6% of employee-contributed funds (capped at $3,000 per Employee) to the 401(k) plan, subject to a retention schedule.
  • Employees are eligible to participate in an FSA that allows them to put up to $2,000.00 per year in pre-tax dollars for eligible expenses. $500.00 is allowed to be carried over into the next year as long as the employee re-enrolls. Dependent care FSA is available for pre-tax dollar assistance in eligible dependent care costs.
  • Employees receive 3 weeks (15 days) of paid vacation time off in their first 5 years of employment, and 4 weeks (20 days) after the 5th year anniversary of employment.
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