Carriage Services ยท 2 months ago
Advanced Planning Counselor - Outside Sales Representative
Carriage Services is dedicated to creating premier experiences in the Funeral and Cemetery profession. The Advanced Planning Sales Counselor is responsible for assisting families with pre-need funeral and cremation arrangements, ensuring their expectations are exceeded while working independently to generate leads and sales opportunities.
FamilyFuneralsService Industry
Responsibilities
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
Qualification
Required
Must Have Sales Experience
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
High school diploma or equivalent required; some college or college degree preferred
Valid driver's license in good standing and acceptable driving record
Minimum of 2 years of sales experience
Ability to read, write and speak English fluently
Preferred
Proven track record of success in outside sales production strongly preferred
May require the possession (or ability to obtain) an insurance license as required by applicable law
BI-LINGUAL IS A PLUS
Benefits
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance
Company
Carriage Services
Carriage Services, Inc. (Carriage) is a provider of death care services and merchandise in the United States.
Funding
Current Stage
Public CompanyTotal Funding
unknown1996-08-09IPO
Leadership Team
Recent News
2025-11-11
Carriage Services, Inc.
2025-11-06
2025-11-06
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