Pre-Arranged Funeral Counselor

Legacy Funeral Group; Orlando (FL); On-site; USD 40,000 - 70,000; Full time

Job summary

Legacy Funeral Group is seeking a Pre-Arranged Funeral Counselor to drive sales through in-home presentations and regional client engagement. You will manage accounts, develop new business, and pursue growth with existing families while upholding our values of respect, understanding, creativity, and professionalism.

Ideal candidates have strong sales experience in funeral or life insurance, a high school diploma or GED, and a valid driver’s license.

Qualifications

• 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 preferred.
• Comfort using computer systems in a sales environment.
• CRM experience is a plus.
• Good driving record and valid driver’s license.

Responsibilities

• Meet monthly and annual sales targets by region.
• Maximize opportunities to gain client family business.
• Develop new business and increase spend with clients.
• Uphold company values: Respect, Understanding, Creativity, Professionalism.
• Respond to quotes following company procedures.
• Maintain relationships with existing clients with outstanding service.

Skills

Sales

In-home sales

Presentation skills

Account management

New business development

Relationship building

Target achievement

Strong communication

Self-motivated

Education

High school diploma or GED

Tools

CRM systems

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.

4040 - Florida