Advanced Planning Counselor - Outside Sales Representative

Carriage Services; Virginia (MN); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

8 weeks of Paid Training

Commission-based compensation

Potential of 6-figures plus

Job summary

Carriage Services is seeking an Advanced Planning Counselor - Outside Sales Representative to help families plan pre-need funeral and cemetery arrangements. You will work remotely from various locations, meet client families, and generate leads while representing the company with integrity.

The role emphasizes commission-based compensation, eight weeks of paid training, and significant earning potential through sales. A life insurance license or the ability to obtain one is preferred.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Minimum 2 years of sales experience.
• Bi-lingual (English; other languages a plus) is a plus.
• Possession of or ability to obtain an insurance license as required by law.

Responsibilities

• Meets with client families on a pre-need basis to present options for funeral and cremation services and related merchandise.
• Works independently away from the location to solicit new leads and sales opportunities.
• Creates and pursues sales opportunities away from the location with minimal supervision.
• Spends minimal time at the office while developing professional relationships with client families.
• Represents the company in a caring, professional manner and adheres to pricing structures and paperwork deadlines.
• Develops new prospects through cold calling, referrals, seminars, and community contacts.
• Maintains proactive communication with all departments to ensure smooth service for families.

Skills

Telephone skills

Interpersonal skills

Communication skills

English fluency

Customer service

Education

High School Diploma or equivalent

College degree preferred

Tools

Computer proficiency

Job description

Career Opportunities with Carriage Services

A great place to work.

Current job opportunities are posted here as they become available.

Advanced Planning Counselor - Outside Sales Representative

Advance 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 cemetery arrangements, with the selection of services, property, and merchandise, ensuring the expectations of client families and their guests are exceeded.

Compensation Potential: Commission/Unlimited bonus

8 weeks of Paid Training

Job Type: Full-Time

What we can offer:

Make what you want: Earn competitive compensation that you control by setting and closing appointments.

• Plus, Commission
• Potential of making 6-figures plus

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

Qualifications

High School Diploma or equivalent some; college or college degree preferred.

Proven track record of success in outside sales production strongly preferred.

Minimum of 2 years of sales experience.

May require the possession (or ability to obtain) an insurance license as required by applicable law.

Valid state issued driver’s license in good standing and acceptable driving record.

Ability to read, write and speak English fluently - BI-LINGUAL IS A PLUS.

Basic overall computer proficiency.

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.

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.