Pre-Arranged Funeral Counselor

Legacy Funeral Group • Grove Hill, AL

1d

About The Position

The Pre-Arranged Funeral Counselor is responsible for achieving personal monthly and annual sales targets by applying account management, new business development, and sales skills. The role targets clients in the assigned region, seeks to maximize client-family business, and develops new business while increasing spend from new and existing clients. Duties must be performed consistently with the company’s mission and values and in accordance with company policies and procedures.

The counselor responds to quote requests, develops business through leads, referrals, or personal knowledge, and maintains and develops relationships with existing clients by providing outstanding service and support. The position involves in-home sales and group presentations.

Requirements

• High school diploma or GED.
• A valid insurance license may be required in some states.
• Strong sales experience in the funeral or life insurance industry is preferred.
• Comfort using computer systems in a sales environment.
• High integrity, dedication, and desire to succeed.
• Desire to help others and earn a competitive income.
• Good driving record and valid driver’s license.
• Comfort with in-home sales and conducting group presentations.
• Creative, outgoing, and energetic.

Nice To Haves

• Previous experience with Customer Relationship Management systems.
• Strong sales experience in the funeral or life insurance industry.

Responsibilities

• Achieve monthly and annual sales budgets by targeting clients in the assigned region.
• Maximize opportunities to gain client-family business.
• Develop new business and increase spend by new and existing clients in line with targets.
• Respond to quote requests in accordance with company procedures.
• Develop new business from leads, referrals, or personal knowledge.
• Maintain and develop relationships with existing company clients by providing outstanding service and support.
• Uphold the company values of Respect, Understanding, Creativity, and Professionalism.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED