Advanced Planning Counselor - Outside Sales Representative

carriageservices; Camarillo (CA); Hybrid; USD 60,000 - 150,000; Full time

Benefits offered by this job

Paid training - 8 weeks

Flexible schedule

Job summary

Carriage Services is seeking an Advanced Planning Counselor for its Conejo Mountain Funeral Home location in Camarillo, California. In this role, you will assist families with pre-need funeral arrangements, working independently to exceed client expectations. A competitive compensation package ranging from $60,000 to $150,000 annually reflects the sales-driven nature of this position.

The ideal candidate should possess strong communication skills, a valid driver's license, and at least 2 years of sales experience. Enjoy the flexibility of setting your schedule while advancing your career in a supportive environment.

Qualifications

• Minimum of 2 years of sales experience required.
• Ability to read, write, and speak English fluently.
• Valid driver’s license in good standing required.

Responsibilities

• Meet with client families to discuss funeral options.
• Solicit new leads, referrals, and sales opportunities.
• Represent the company professionally and ethically.

Skills

Strong telephone skills

Interpersonal skills

Communication skills

Networking ability

Compassion and integrity

Education

High school diploma or equivalent

Some college or college degree preferred

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

Location: Conejo Mountain Funeral Home - 2052 Howard Rd. Camarillo, California

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!

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
• Strong networking ability

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.

Job Duties

• 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.