Sales Family Service Advisor

Foundation Partners Group
Funeral Alternatives of Washington - Lacey, Lacey, WA, US
Full-time

Overview & Responsibilities :

  • Sells company pre-arranged funeral contracts in accordance with established sales objectives and procedures
  • Makes sales in advance of need, funding mechanism for prearrangements, including cash 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, or community events
  • Sets appointments and makes presentations in prospective client family homes to sell prearrangements
  • Attends visitations, funerals, and interment services of client families
  • Attends sales meetings and group sales activities as directed
  • Provides client family services supporting the primary outside sales responsibility
  • Maintains records of personal sales activity and performance results in the manner prescribed by the company
  • Refers to sales management on any deviation from prescribed policies or procedures including, but not limited to, prices, credit, discounts, contract terms, and conditions of sale

Requirements & Qualifications :

  • High school diploma or equivalent
  • Strong preference for some formal training in business or business-related areas
  • Experience in commissioned sales is strongly preferred
  • Insurance license or the ability to obtain an insurance license (depending on the funding mechanism for the product sold)
  • Valid state-issued driver’s license with a clear driving record
  • Must have the ability to travel independently

Team Member Benefits Include :

  • Sales commission schedule
  • Entry-level and experienced professionals; students, and veterans we offer complete career paths regardless of your career and life stage
  • Unique ShareLife technology lets you create one-of-a-kind life celebrations for the families you serve
  • Competitive salaries and performance incentives
  • Team member referral bonus program
  • Medical, dental, prescription, and vision insurance options
  • Annual PTO includes : 2 weeks vacation, 2 personal days, 6 sick days (rolls over annually up to 96 hours), and 6 paid holidays
  • 401k with company match
  • Company paid life insurance, long-term disability, and short-term disability

HP2023

30+ days ago
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