Pre-Arranged Funeral Counselor

Legacy Funeral Group•New Braunfels, TX

About The Position

The Pre-Arranged Funeral Counselor is responsible for meeting personal monthly and annual sales targets through account management, new business development, and sales. The role targets clients in the assigned region, develops business from leads, referrals, or the counselor’s own knowledge base, and builds relationships with existing clients through service and support. Duties must be performed consistently with the company’s mission, values, policies, and procedures. The position requires comfort with in-home sales and group presentations, as well as integrity, dedication, and a desire to help others while earning a competitive income. The job posting identifies the location as Texas.

Requirements

  • High school diploma or GED.
  • A valid driver’s license and a good driving record.
  • High level of integrity, dedication, and desire to succeed.
  • Desire to help others and earn a competitive income.
  • Comfort using computer systems in a sales environment.
  • Comfort with in-home sales and conducting group presentations.

Nice To Haves

  • Strong sales experience in the funeral or life insurance industry is preferred.
  • Previous experience with Customer Relationship Management systems is a plus.
  • A valid insurance license may be required in some states.

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 spending by new and existing clients in line with targets.
  • Respond to quote requests in accordance with company procedures.
  • Develop new business through leads, referrals, or personal knowledge.
  • Maintain and develop relationships with existing company clients by providing outstanding service and support.
  • Demonstrate and uphold the company values of Respect, Understanding, Creativity, and Professionalism.
  • Perform duties in accordance with the company mission, values, policies, and procedures.
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