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Carriage Services · 3 days ago

Advanced Planning Counselor

Richmond, CA

Full-time

Onsite

New Grad, Entry Level

$55K/yr - $75K/yr

Carriage Services is dedicated to creating premier experiences in the Funeral and Cemetery profession. They are seeking an Advanced Planning Counselor to help families plan ahead for funeral and cemetery arrangements, providing peace of mind during difficult decisions.

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