Apply on Employer Site

Foundation Partners Group · 5 months ago

Pre-Planning Advisor

Immokalee, FL

Full-time

Onsite

Entry, Mid Level

Foundation Partners Group is revolutionizing the funeral industry and is seeking a Pre-Planning Advisor to join their team. This role involves selling pre-arranged funeral contracts and cemetery property while developing personal sales leads and providing client family services.

ConsumerHome DecorService Industry

Responsibilities

Sells company pre-arranged funeral contracts, along with cemetery property and merchandise in accordance with established sales objectives and procedures

Sales are made in advance of need. Funding mechanisms for prearrangements include cash sales 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, mall kiosks, or home show booths

Sets appointments and makes presentations in prospective client family homes to sell prearrangements

Attends visitations, funerals, and interment services of client families. This serves the dual purpose of expressing personal interest and concern for the family and strengthening relationships for follow-up calls and appointments with extended family, friends, and associates directed to preneed sales presentations

Attends sales meetings and group sales activities as directed

Provides client family services in support of the primary outside sales responsibility. Services include answering questions, escorting visitors, researching client family files and records, and assisting client families as needed

Maintains records of personal sales activity and performance results in the manner prescribed by the company

Reviews any deviation from prescribed policies or procedures including, but not limited to, prices, credit, discounts, contract terms, and conditions of sale and refers them to sales management