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Carriage Services · 1 month ago

Advanced Planning Counselor - Outside Sales Representative

Titusville, FL

Contract

Hybrid

Entry, Mid Level

2+ years exp

Carriage Services is dedicated to creating premier experiences in the Funeral and Cemetery profession. The Outside Advanced Planning Representative will assist families in making 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

Consistently meets or exceeds company Standards in revenue generation in order to maintain employment and benefits eligibility status

Complies with all company procedures for customer service when dealing with families, handling complaints, completing post-interment service activities, and performing other duties necessary to ensure quality service levels

Protects confidentiality of company and client family information, including sales and marketing programs and materials, names and addresses of client families and employees, and other related information

Maintains strict adherence to pricing structures and submits all paperwork, contracts, and payments (monies) to the business office within prescribed timeframe

Identifies and remedies all hazards at location and on grounds