Family Service Counselor (Sales)

Job Description

Job Description

Why Work for Forest Lawn?

Service

• At every level, our dedicated team members display a strong work ethic and commitment to our core values, respect for the family, the profession, and the individual.
• Work with leading experts in the funeral and cemetery profession.

Benefits

• Financial assistant programs encouraging employees through education and development in industry related subjects.
• Robust Health and Welfare Plans, and savings account options, designed to support your personal needs, enhance well-being and help navigate life’s challenges.
• Rich 401k and Roth Retirement Plan options available for both Full Time and Part Time employees along with a Company Match.
• Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of physical and emotional replenishment for our team.
• Employee Discounts on services, merchandise, and property to help our team members in their time of need.

Culture

• We value honesty, courage, integrity, ethical behavior and the development of personal growth.
• We are rooted in the communities to provide a personal touch to every family we serve.
• We believe in the value of funeral and cemetery service, drawing on decades of experience to create the best experience for our families.

Summary / Objective

This position will be responsible for establishing a professional relationship with the client families to ensure all needs are met at the time of need or on a pre-need basis and all options pertaining to interment, cemetery property, and related merchandise and services exceeds the families’ expectations.

Essential Functions

• Performs duties in a professional and caring manner with personal appearance, honesty, integrity and ethical business acumen.
• Provides tours and guides families to the cemetery lot location.
• Builds relationships, ensures excellent service and develops potential referrals while attending services and visitations for client families;

schedules and conducts aftercare appointments to ensure client family satisfaction and obtain referrals.

• Ensures compliance within state and industry regulations and in accordance with company policies and procedures by accurately completing required documents, insuring proper interment verification process and conducting random audits.
• Maintains strict adherence to pricing structures, meeting required timelines by submitting all contracts, required documents and payments to the Business Office.
• Reports to the Sales Manager all progress, completes and submits all required reports timely.
• Actively pursues the development of new prospects and community-based contacts by conducting presentations that highlight merchandise, services and the benefits of pre-need arranging at business locations, client family homes and public community events.
• Sustains positive communication and cooperation with all funeral homes, departments and team members to ensure a service that exceeds the family expectations.
• Consistently meets or exceeds company standards in revenue generation to maintain employment and benefits eligibility status.
• Protects confidentiality of company and client family information, including but not limited to sales and marketing programs, materials, names and addresses of client families and any additional related information.
• Participates in all required specific location and company training initiatives.
• Identifies and responds to all hazards at location and on grounds.
• Performs other duties as assigned.

Competencies

• Communication Proficiency.
• Teamwork Orientation.
• Detail Orientation.
• Thoroughness.
• Customer Service Orientation.
• Time Management.

Required Education, Experience, Certifications and Licensure

• Four-year degree or equivalent combination of education, training and experience preferred.
• Prefer college degree or some college required.
• Proven track record of success in outside sales production strongly preferred.
• May require the possession (or ability to obtain) an insurance license as required by applicable state law.
• Valid state issued driver’s license in good standing and acceptable driving record.

Additional Eligibility Qualifications

• Ability to read, write and speak English fluently. Bilingual is a plus.
• Attend and perform work in a professional and courteous manner in accordance with the employer’s requirements.
• Demonstrated willingness to participate in growing market share through community involvement.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, Access and PowerPoint) preferred
• Tactful and professional when dealing with complaints or dissatisfaction with services or merchandise.
• Maintains a positive attitude and working environment through organization and communication.
• Ability to simultaneously handle multiple projects, prioritizes tasks, and exercise good judgment.

Supervisory Responsibility

This position has no direct supervisory responsibilities.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• The duties associated with this position are generally performed in an indoor office setting.
• Outdoor duties may require exposure to natural elements such as inclement weather, extreme temperatures, uneven ground, dust, gas, and / or fumes.
• Equipment used to perform the essential function of this position includes, but is not limited to computer, fax, copier, merchant terminal, multi-line phone system, personal or company owned vehicle.
• Employees in this role are regularly required to climb, sit, stand, bend, kneel, and frequently lift to 25 pounds.
• This position may also require reaching, pushing, and pulling.
• This position may also be exposed to chemicals and / or blood borne pathogens. Exposure risk is considered : Low

Travel

• This position may require up to 10 percent out of area and overnight travel.
• Travel is primarily local occurring during the business day only.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities and activities may change at any time with or without notice.