Sales Professionals - Outside Sales

CFS INSURANCE SERVICES INC • Millbrae, CA

5d • Onsite

About The Position

Consider the possibilities of joining a certified Great Place to Work! As an Advance Planning Counselor (APC), you will guide families through one of life's most important decisions — pre-need cemetery and funeral planning. You are a self-motivated professional who builds genuine relationships, generates referrals, and creates a meaningful impact in the community.

Requirements

• High school diploma or equivalent
• Valid California driver's license with acceptable driving record
• Sales experience, or 1–2 years of industry or equivalent experience
• Basic computer skills in a sales environment
• Strong work ethic and ability to work independently or as part of a team
• Comfortable presenting to individuals and groups
• Flexible availability beyond standard business hours
• Desire to help others

Nice To Haves

• CA Department of Insurance Limited Life License preferred, not required
• Prior CRM system experience is a plus
• Bilingual candidates are strongly encouraged to apply — Chinese, Spanish, and Tagalog speakers especially welcome.

Responsibilities

• Consistently network and build referral sources using company tools, processes, and standards
• Follow up with families after services to generate recommendations for pre-need and at-need arrangements
• Maintain schedule flexibility, including evenings and weekends as needed
• Connect with families, address their concerns, and commit to follow-through
• Respond to inquiries in a timely, respectful, and professional manner
• Support families through grief with compassion and care
• Collaborate with all funeral and cemetery staff for a seamless family experience

What This Job Offers

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