Cemetery Sales Family Service Advisor

Foundation Partners Group; Chico (CA); On-site; USD 50,000 - 90,000; Full time

Job summary

Foundation Partners Group seeks an energetic sales professional to market cemetery services, property, merchandise, and pre-need funeral contracts. Responsibilities include presenting at client homes, handling cash or installment funding, and following company procedures to maximize client satisfaction and sales performance.

The role requires traveling to meetings and visitations, maintaining detailed sales records, and collaborating with management on policy compliance.

Qualifications

• High school diploma or equivalent.
• Formal training in business or business-related areas preferred.
• Experience in commissioned sales preferred.
• Insurance license or ability to obtain license may be required.
• Valid driver’s license with a clear driving record.
• Ability to travel independently.

Responsibilities

• Sell pre-arranged funeral contracts, cemetery property and merchandise per objectives.
• Sell at-need and preneed products; manage funding mechanisms (cash/installments).
• Complete contracts and documents per company policies.
• Develop personal sales leads through contacts, calls, and marketing activities.
• Set appointments and present in client homes to sell prearrangements.
• Attend visitations, funerals, and interment services.
• Attend sales meetings and group activities.
• Provide client family services supporting outside sales.
• Maintain records of personal sales activity and results.
• Refer deviations from policies to sales management.

Skills

Commissioned sales experience

Travel ability

Customer service

Presentation skills

Education

High school diploma or equivalent

Job description

This position sells cemetery services, property and merchandise, and pre-need funeral services and inventory in accordance with the goals established by sales management. Sales are made both at-need and preneed

Overview & Responsibilities

• Sells company pre-arranged funeral contracts, along with cemetery property and merchandise in accordance with established sales objectives and procedures
• Makes sales in advance of need, funding mechanism for prearrangements, including cash and installment sales
• Completes contracts and other documents as required to provide sales and customer service in accordance with company policies
• Develops personal sales leads through personal contacts, telephone solicitation activity, family follow-ups, and group marketing activities such as direct mail, media, mall kiosks, or home show booths
• Sets appointments and makes presentations in prospective client family homes to sell prearrangements
• Attends visitations, funerals, and interment services of client families
• Attends sales meetings and group sales activities as directed
• Provides client family services supporting the primary outside sales responsibility
• Maintains records of personal sales activity and performance results in the manner prescribed by the company
• Refers to sales management on any deviation from prescribed policies or procedures including, but not limited to, prices, credit, discounts, contract terms, and conditions of sale

Requirements & Qualifications

• High school diploma or equivalent
• Strong preference for some formal training in business or business-related areas
• Experience in commissioned sales is strongly preferred
• Insurance license or the ability to obtain an insurance license (depending on the funding mechanism for the product sold)
• Valid state-issued driver's license with a clear driving record
• Must have the ability to travel independently

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled