Pre-Arranged Funeral Counselor

Legacy Funeral Group; Florida; On-site; USD 42,000 - 70,000; Full time

Job summary

Legacy Funeral Group is seeking an energetic Pre-Arranged Funeral Counselor to meet monthly and annual sales targets through in-home visits and group presentations. You will develop new business, nurture client relationships, and leverage CRM tools to manage leads and quotes while upholding our core values of Respect, Understanding, Creativity and Professionalism.

The role requires a high school diploma or GED, a valid driver’s license, and a proven sales background in funeral or life insurance

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 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.

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 by all new and existing clients, in line with targets.
• Uphold our company values: Respect, Understanding, Creativity and Professionalism.
• Respond to quote requests in adherence with company procedures.
• Develop new business from leads, referrals or own knowledge base.
• Maintain and develop relationships with existing company clients by providing outstanding service and support.
• Be creative, outgoing, and energetic.
• Be comfortable with in-home sales and conducting group presentations.

Skills

In-home sales

Account management

New business development

CRM systems

Driving license

Education

High school diploma or GED

Insurance license (may be required)

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.

4039 - Florida