Pre-Arranged Funeral Counselor

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

Job summary

Legacy Funeral Group, Llc seeks a Pre-Arranged Funeral Counselor in Canyon Lake, TX. The role focuses on meeting personal monthly and annual sales targets through account management, new business development, and effective in-home presentations.

You will build and maintain client relationships, respond to quotes, and drive growth in existing and new accounts while upholding company values and service standards.

Qualifications

• Must meet monthly and annual sales targets in your region.
• Ability to develop new business and increase spend with clients.
• Experience with in-home sales and group presentations.
• Proven relationship-building skills with existing clients.
• Comfortable using CRM systems for managing leads and accounts.

Responsibilities

• Meet monthly and annual sales targets by targeting clients in your region.
• Maximize opportunities to gain client family business.
• Develop new business and increase spend with all clients.
• Respond to quotes in line with company procedures.
• Maintain relationships with existing clients through outstanding service and support.
• Deliver in-home presentations and represent the company values.

Skills

Sales targets

Account management

New business development

CRM experience

In-home sales

Presentations

Education

High school diploma or GED

Valid driver’s license

Insurance license may be required

Tools

CRM software

Computer systems proficiency

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Pre-Arranged Funeral Counselor

Canyon Lake, TX, US

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.