Advanced Planning Counselor - Outside Sales Representative

Carriage Services Inc; Camarillo (CA); On-site; USD 60,000 - 150,000; Full time

Benefits offered by this job

Flexible work schedule

Earning potential with no cap

Career advancement opportunities

Job summary

Carriage Services Inc is looking for an Advanced Planning Counselor - Outside Sales Representative in Camarillo, California. This role involves assisting families with pre-need funeral and cremation arrangements while ensuring exceptional service and client satisfaction.

Successful candidates will have a strong sales background, a desire to help others, and the ability to work independently. The position offers compensation potential ranging from $60,000 to $150,000 annually with paid training, and requires a high school diploma plus sales experience.

Qualifications

• Proven track record of success in outside sales production strongly preferred.
• Minimum of 2 years of sales experience.
• Ability to read, write and speak English fluently - BILINGUAL IS A PLUS.

Responsibilities

• Meet with client families on a pre-need basis.
• Solicit new leads, referrals, and sales opportunities.
• Maintain positive and proactive communication with all departments.
• Actively participate in all required location and company training.

Skills

Sales experience

Interpersonal skills

Compassion

Self-motivation

Bilingual

Education

High school diploma or equivalent

Some college or college degree

Tools

Insurance license (or ability to obtain)

Valid driver’s license

Job description

Advanced Planning Counselor - Outside Sales Representative

At Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this exciting journey as we continue to shape the future of our industry. Carriage Services is an equal opportunity employer.

The Outside Advanced Planning Representative is accountable for assisting families who need to make pre-need funeral and cremation arrangements, with the selection of services and merchandise, ensuring the expectations of client families and their guests are exceeded. Seeking an Advanced Planning Sales Counselor for Conejo Mountain Funeral Home located in Camarillo, California.

MUST LIVE IN THE LOCAL AREA AND MUST HAVE SALES EXPERIENCE.

Compensation potential: $60,000 - $150,000 per year.

Paid training: 8 weeks.

Job-Type: Full-Time.

What we can offer: Extra Income Opportunity

• Make what you want: Earn competitive compensation that you control by setting and closing appointments (no earning cap).
• Live flexibly: Enjoy the freedom of being your own boss, setting your schedule and balancing work and life priorities.
• Advance your career: A current life insurance license or ability to obtain one will give you professional credentials to use now and in the future. We promote from within!

Qualifications

• High school diploma or equivalent required; some college or college degree 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.
• 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 - BILINGUAL IS A PLUS.

Must have qualifications

• 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.
• Preferred insurance agent background.

Job Duties

• Meet 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.
• Work independently away from the location to solicit new leads, referrals, and sales opportunities.
• Proactively create and make sales away from the location with little to no supervision.
• Spend no more than 20% of time at location or in the office.
• Establish a professional relationship with client families to ensure that all needs are being met.
• Represent the company in a professional and caring manner, maintaining a professional personal appearance and employing honesty, integrity, and ethical methods of performing duties.
• Develop new prospects and community-based contacts through various methods, including cold calling, telephone solicitation, seminar attendance, and referrals.
• Maintain positive and proactive communication and cooperation with all departments to ensure a smooth service process for the family.
• Actively participate in all required location and company training initiatives.
• Report all progress to the Sales Manager (or Unit Leader) as directed, completing and submitting all required reports in a timely manner.
• Adhere to pricing structures, complete all paperwork accurately and timely, and submit all contracts, required documents, and payments to the business office within required deadlines.