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 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

• 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

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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 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 is a plus (Chinese, Spanish and Tagalog)

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