Sales Family Service Advisor

Foundation Partners • Ocala, FL

398d

About The Position

The Family Service Advisor position at Foundation Partners Group involves selling cemetery services, property, merchandise, and pre-need funeral services. This role is crucial in providing compassionate care to families while achieving established sales objectives. The advisor will engage with clients both at-need and pre-need, ensuring a supportive and professional experience during sensitive times.

Requirements

• High school diploma or equivalent.
• Strong preference for some formal training in business or business-related areas.
• Experience in commissioned sales is strongly preferred.
• Insurance license or the ability to obtain an insurance license (depending on the funding mechanism for the product sold).
• Valid state-issued driver's license with a clear driving record.
• Must have the ability to travel independently.

Responsibilities

• Sells company pre-arranged funeral contracts, along with cemetery property and merchandise in accordance with established sales objectives and procedures.
• Makes sales in advance of need, funding mechanism for prearrangements, including cash and installment sales.
• Completes contracts and other documents as required to provide sales and customer service in accordance with company policies.
• Develops personal sales leads through personal contacts, telephone solicitation activity, family follow-ups, and group marketing activities such as direct mail, media, mall kiosks, or home show booths.
• Sets appointments and makes presentations in prospective client family homes to sell prearrangements.
• Attends visitations, funerals, and interment services of client families.
• Attends sales meetings and group sales activities as directed.
• Provides client family services supporting the primary outside sales responsibility.
• Maintains records of personal sales activity and performance results in the manner prescribed by the company.
• Refers to sales management on any deviation from prescribed policies or procedures including, but not limited to, prices, credit, discounts, contract terms, and conditions of sale.

Benefits

• Sales commission schedule
• Entry-level and experienced professionals; students, and veterans - we offer complete career paths regardless of your career and life stage.
• Unique ShareLife® technology lets you create one-of-a-kind life celebrations for the families you serve.
• Competitive salaries and performance incentives.
• Team member referral program.
• Medical, dental, prescription, and vision insurance.
• Vacation, sick, and holiday pay.
• 401k with company match.
• Company-paid life insurance, long-term disability, and short-term disability.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Administrative and Support Services
• Education Level: High school or GED
• Number of Employees: 101-250 employees