Funeral Pre-Planning Advisor

Overview & Responsibilities :

• Sells company pre-arranged funeral contracts, along with cemetery property and merchandise in accordance with established sales objectives and procedures
• Sales are made in advance of need. Funding mechanisms for prearrangements include cash sales 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. This serves the dual purpose of expressing personal interest and concern for the family and strengthening relationships for follow-up calls and appointments with extended family, friends, and associates directed to preneed sales presentations
• Attends sales meetings and group sales activities as directed
• Provides client family services in support of the primary outside sales responsibility. Services include answering questions, escorting visitors, researching client family files and records, and assisting client families as needed
• Maintains records of personal sales activity and performance results in the manner prescribed by the company
• Reviews any deviation from prescribed policies or procedures including, but not limited to, prices, credit, discounts, contract terms, and conditions of sale and refers them to sales management

Requirement & Qualifications :

Team Member Benefits Include :