Bereavement Services Counselor & Arrangements Advisor

Legacy Funeral Group; Florida; On-site; USD 42,000 - 62,000; Full time

Job summary

Legacy Funeral Group seeks a Family Service Counselor to advise bereaved families and assist with burial arrangements. You will maintain compassionate communication, address questions about the burial process, and protect client confidentiality while aligning with company policies.

The role emphasizes in-home sales, group presentations, and relationship building; a high school diploma is required and CRM experience is a plus. A valid driver's license and good driving record are necessary.

Qualifications

• High school diploma or GED required.
• Strong sales experience in Funeral or Life Insurance industry preferred.
• Comfort with in-home sales and conducting group presentations.
• Experience with CRM systems is a plus.
• Good driving record and valid driver's license.
• Desire to help others and earn a competitive income.

Responsibilities

• Advise bereaved families and help them make burial arrangements.
• Maintain positive communications with client families and answer questions about the burial process.
• Protect the confidentiality of clients' information.
• Perform duties in accordance with company policies and procedures.

Education

High school diploma or GED

Tools

CRM software

Job description

The Family Service Counselor provides advice to bereaved families and help them make burial arrangements for their departed loved ones. They maintain positive communications with client families to answer questions regarding the burial process and often use their counseling expertise to help overwhelmed members cope with the loss. Family service counselors also protect the confidentiality of clients' information.

The Family Service Counselor duties must be performed consistent with company mission and values and in adherence to company policies and procedures.

Essential Functions And Competencies

• Knowledge of processes, principles, and methods for selling products and services
• Record of accomplishment in networking, developing leads, contacting referrals, setting appointments, and meeting monthly sales goals
• Excellent interpersonal and communication skills, both in person and on the telephone
• Highly organized, detail oriented, and excellent time management skills
• Ability to work and make decisions under pressure and tight deadlines
• Proficient in the use of computers, software, and technology
• Valid state issued driver's license, good driving record, and proof of insurance is required
• Ability to work well as part of a team and independently
• Creative, outgoing, and energetic
• Comfortable with in-home sales and conducting group presentations
  
  

Required Education And Experience

• High school diploma or GED required
• Strong sales experience in the Funeral or Life Insurance industry is preferred
• High level of comfort using computer systems within a sales environment
• Previous experience with Customer Relationship Management systems is a plus
• High level of integrity, dedication, and desire to succeed
• Desire to help others and earn a competitive income
• A good driving record and valid driver’s license
  
  

Additional Eligibility Qualifications

None required for this position.

AAP/EEO Statement

Equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, veterans and/or any other status or condition protected by law, except where a bona fide occupational qualification exists.