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Advanced Planning Sales Counselor

Advanced Planning Sales Counselor

Carriage ServicesBakersfield, CA, US
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Advance Planning Counselor - Outside Sales Representative

At Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this exciting journey as we continue to shape the future of our industry. Carriage Services is an equal opportunity employer.

The Outside Advanced Planning Representative is accountable for assisting families, who need to make pre-need funeral and cremation arrangements, with the selection of services and merchandise, ensuring the expectations of client families and their guests are exceeded.

What We Can Offer :

  • Make What You Want : Earn competitive compensation that you control by setting and closing appointments (EXTRA INCOME OPPORTUNITY)
  • Live Flexibly : Enjoy the freedom of being your own boss, setting your schedule and balancing work and life priorities.
  • Advance Your Career : A current life insurance license or ability to obtain one will give you professional credentials to use now and in the future. We promote from within!

Must Have Qualifications :

  • A desire to make money while helping people
  • Strong telephone, interpersonal, and communications skills
  • High level of compassion and integrity
  • Independent, self-reliant, and self-motivated.
  • Must be able to multi-task, set priorities and manage appointments

    • Qualifications :

  • High School Diploma or equivalent some; college or college degree preferred.
  • Proven track record of success in outside sales production strongly preferred.
  • Minimum of 2 years of sales experience.
  • May require the possession (or ability to obtain) an insurance license as required by applicable law.
  • Valid state issued driver's license in good standing and acceptable driving record.
  • Ability to read, write and speak English fluently - BI-LINGUAL IS A PLUS.
  • Basic overall computer proficiency.

    • Job Duties :

  • Meets with client families on a pre-need basis to ensure that they are presented with all options pertaining to funeral and cremation services and the related merchandise.
  • Works independently away from the location to solicit new leads, referrals, and sales opportunities.
  • Proactively creates and makes sales away from the location with little to no supervision.
  • Spends no more than 20% of time at location or in the office.
  • Establishes a professional relationship with client families to ensure that all needs are being met.
  • Represents the company in a professional and caring manner, maintaining a professional personal appearance and employing honesty, integrity, and ethical methods of performing duties.
  • Develops new prospects and community-based contacts through various methods, including cold calling, telephone solicitation, seminar attendance, and referrals.
  • Maintains positive and proactive communication and cooperation with all departments to ensure a smooth service process for the family.
  • Actively participates in all required location and company training initiatives.
  • Reports all progress to the Sales Manager (or Unit Leader) as directed, completing and submitting all required reports in a timely manner.
  • Responsible for adhering to pricing structures, completing all paperwork accurately and timely, and for submitting all contracts, required documents, and payments to the business office within required deadlines.
  • Consistently meets or exceeds company Standards in revenue generation in order to maintain employment and benefits eligibility status.
  • Complies with all company procedures for customer service when dealing with families, handling complaints, completing post-interment service activities, and performing other duties necessary to ensure quality service levels.
  • Protects confidentiality of company and client family information, including sales and marketing programs and materials, names and addresses of client families and employees, and other related information.
  • Maintains strict adherence to pricing structures and submits all paperwork, contracts, and payments (monies) to the business office within prescribed timeframe.
  • Identifies and remedies all hazards at location and on grounds.
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