Pre-Arranged Funeral Counselor

Legacy Funeral Group; New Braunfels (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Legacy Funeral Group seeks an energetic Pre-Arranged Funeral Counselor to meet regional sales targets through account management, new business development, and direct client engagement. You will conduct in-home sales and group presentations, respond to quotes, and deepen relationships with client families while upholding our values of respect, understanding, creativity and professionalism.

Required is a high school diploma or GED, with CRM experience and a track record in funeral or life

Qualifications

• Requires strong sales skills and a proven ability to meet monthly and annual targets.
• Experience in selling funeral or life insurance products is preferred.
• Must be comfortable with computer systems and CRM tools.

Responsibilities

• Meet monthly and annual sales targets by targeting clients in your region.
• Maximize opportunities to gain client family business and increase spend with new and existing clients.
• Develop new business and maintain relationships with current clients through outstanding service.
• Respond to quote requests and conduct in-home sales presentations and group presentations.
• Uphold company values: Respect, Understanding, Creativity and Professionalism.

Skills

Sales experience (funeral or life ins)

CRM experience

Computer proficiency

Customer focus

Driver's license

Integrity and drive

Education

High school diploma or GED

Insurance license (where required)

Job description

The Pre-Arranged Funeral Counselor will be responsible for meeting personal monthly and annual sales targets by utilizing your account management, new business development and sales skills. All duties must be performed consistent with company mission and values and in adherence to company policies and procedures.

Essential Functions And Competencies

• Ensure monthly and annual sales budget is achieved by targeting clients in your region
• Maximize opportunities to gain client family business
• Develop new business and increase spend by all new and existing clients, in line with targets.
• Must be able to demonstrate and uphold our Company Values: Respect, Understanding, Creativity and Professionalism
• Responding to quote requests in adherence with company procedures.
• New business development, from either leads, referrals or own knowledge base.
• Maintain and develop relationships with existing company clients by providing outstanding service and support.
• Creative, outgoing, and energetic
• Comfortable with in-home sales and conducting group presentations

Required Education And Experience

• High school diploma or GED required
• A valid insurance license may be required in some states
• 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.

Texas