Pre-Arranged Funeral Counselor

Legacy Funeral Group, Llc; Smithville (TX); On-site; USD 50,000 - 75,000; Full time

Job summary

Legacy Funeral Group, LLC is seeking a Pre-Arranged Funeral Counselor in Bastrop, TX. You will meet personal monthly and annual sales targets by leveraging account management, new business development, and sales skills, while upholding company mission and policies.

The role involves in-home sales, group presentations, and building relationships with client families. A high school diploma is required, and a valid license may be needed in some states; driving record must be clean.

Qualifications

• High school diploma or GED required.
• A valid insurance license may be required in some states.
• Strong sales experience in funeral or life insurance is preferred.
• Comfort using computer systems in a sales environment.
• CRM familiarity is a plus.

Responsibilities

• Meet monthly and annual sales budgets by targeting clients in your region.
• Maximize opportunities to gain client family business.
• Develop new business and increase spend by new and existing clients to meet targets.
• Uphold company values: Respect, Understanding, Creativity, Professionalism.
• Respond to quote requests in line with company procedures.
• Develop new business from leads, referrals, or existing knowledge base.
• Maintain and develop relationships with existing clients through outstanding service.
• Be creative, outgoing, and energetic for presentations.
• Conduct in-home sales and group presentations.

Skills

Account management

Sales experience

In-home sales

CRM experience

Education

High school diploma or GED

Driver's license

Tools

CRM systems

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

Bastrop, TX, US

3 days ago Requisition ID: 4165

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.