Pre-Arranged Funeral Counselor

Legacy Funeral Group; Smithville (TX); On-site; USD 45,000 - 70,000; Full time

Job summary

Legacy Funeral Group is seeking a Pre-Arranged Funeral Counselor to meet monthly and annual sales targets by leveraging account management, new business development and sales skills. The role focuses on in-home sales and presentations while upholding company values.

Responsibilities include developing new business, serving existing clients with superior support, and responding to quotes in line with procedures. A valid license and driving record are required.

Qualifications

• Must have high school diploma or GED.
• Strong sales experience in Funeral or Life Insurance preferred.
• Valid driver’s license and a good driving record is required.
• Experience with CRM systems is a plus.
• Able to conduct in-home sales and group presentations.

Responsibilities

• Meet monthly and annual sales targets for your region.
• Maximize opportunities to gain client family business and develop new accounts.
• Maintain and develop relationships with existing clients and provide outstanding service.
• Respond to quote requests following company procedures.
• Presentations to groups and one-on-one meetings in homes.

Skills

Sales experience

Account management

CRM software

Public speaking

In-home sales

Education

High school diploma or GED

Insurance license

Tools

CRM systems

Computer systems proficiency

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.

4165 - Texas