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)
