Advance Planning CounselorCypress Lawn • San Mateo, CA, US
Advance Planning Counselor
Cypress Lawn • San Mateo, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through Responds to client inquiries in a timely, respectful, sensitive and professional manner Supports families in time of grief with acts of kindness Consistently builds relationships and works cooperatively with all funeral and cemetery staff High school education or equivalent Current state issued driver’s license with an acceptable driving record CA Dept of Insurance Limited Life License is strongly preferred but not required. Sales experience or one to two years industry experience or equivalent education Previous experience with Customer Relationship Management (CRM) systems is a plus Basic computer and technology skills within a sales environment Ability to work well in a team, as well as independently Ability to work beyond “standard” hours as the need arises Good driving record Good work ethic Comfortable presenting in front of others Desire to help others Bilingual, knowledge of another language is a plus (Chinese, Spanish and Tagalog)
Job Description
Job Description
Description :
The Advance Planning Counselor (APC) is a self-starter expected to achieve their target by selling pre-need arrangements and services. The APC serves families in a professional, caring and timely manner. Follow-up and generation of referrals from our families are integral to success and to establish a strong service relationship with families. The APC also develops relationships with the community.
JOB RESPONSIBILITIES
Lead Generation
- Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery and funeral arrangements and pre-need arrangements using company tools, processes and standards
- Obtains referrals from families served by the location by following up through visits with families after the service
- Remains flexible with schedule to achieve results; often works nights and weekends
Build Relationships with Families
Requirements : Education
License
Experience
Knowledge, Skills and Abilities
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