Compassionate Pre-Need Family Advisor

Foundation Partners Group; Edmonds (WA); On-site; USD 45,000 - 90,000; Full time

Job description

What You’ll Do (When Opportunities Become Available)

• 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 prices, credit, discounts, contract terms, and conditions of sale.

What We’re Looking For

• 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