Sales Family Service Advisor

Foundation Partners Group•Punta Gorda, FL

52d

About The Position

This position sells cemetery services, property and merchandise, and pre-need funeral services and inventory in accordance with the goals established by sales management. Sales are made both at-need and preneed. Overview & 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

Requirements

High school diploma or equivalent
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

Nice To Haves

Strong preference for some formal training in business or business-related areas
Experience in commissioned sales is strongly preferred

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