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

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

Requirements

Education

High school education or equivalent

License

Current state issued driver’s license with an acceptable driving record
CA Dept of Insurance Limited Life License is strongly preferred but not required.

Experience

Sales experience or one to two years industry experience or equivalent education
Previous experience with Customer Relationship Management (CRM) systems is a plus

Knowledge, Skills And Abilities

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)

INDO THAI REAL ESTATE PRIVATE LIMITED

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Advance Planning Counselor