Preneed Sales Counselor – Catholic Cemeteries

Archdiocese-of-La; Long Beach (CA); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Health Insurance

Pension Plan

Vacation & Sick Time

Paid Holidays

Great Work Perks (discounts)

Sign on bonus

Job summary

Archdiocese of Los Angeles is seeking a PrePlanning Counselor for All Souls Preplanning Sales in Long Beach, CA. This non-exempt, full-time role focuses on preneed sales, client services, and relationship-building with parish communities.

You will conduct presentations, manage leads in CRM, and coordinate with cemetery staff and parish priests to support families through the preplanning process.

Qualifications

• High School Diploma or equivalent.
• Active member of a Roman Catholic faith community.
• Previous preplanning sales experience or at least 1-year sales related experience.
• Valid Driver’s License, good driving record and automobile insurance.
• Ability to travel to local sites for meetings and appointments to make presentations in client homes.
• Christian Burial in the Catholic Church.
• Strong knowledge of Microsoft Office Suite (Outlook, Word, Excel and PowerPoint).
• Providing excellent customer service skills by responding to common inquiries or complaints from customers, co-workers or members of the business community.

Responsibilities

• Achieve sales goals and objectives in relation to preneed transactions to be conducted at the Archdiocesan Catholic Cemeteries and Mortuaries.
• Sells cemetery and mortuary products and services in accordance with established sales objectives and procedures. Transactions are preneed only.
• Completes contracts and other documents as required to provide sales and customer service in accordance with the policies of the Archdiocese of Los Angeles and based on the funding mechanism utilized (cash or installment sales).
• Provides the patron services in support of the primary sales responsibility. Answers questions, escorts visitors, research client family files and records and assist client families as needed.
• Developing sales leads through personal contacts, telephone solicitation activity and group marketing activities such as parish outreach programs. Enters, records, and updates, all sales leads and the progress of their relationships with patrons in the CRM.
• Sets appointments and make presentations at Archdiocesan cemetery and mortuary locations and occasionally in prospective patron family homes in accordance with the goals established by executive management.
• Whenever practical, attend visitation or interment services of client families. Expresses personal interest and concern for the family and strengthens relationships for follow-up calls and appointments with extended family, friends and associates directed to preneed sales presentations.
• Participation in meetings and group activities as directed. When necessary, adhere to the Performance Review Program and its requirements when performing below minimum production levels.
• Maintains records of personal sales activities and performance results in the manner prescribed by the Archdiocese of Los Angeles.
• Refers to the next level of management, any deviation from prescribed policies or procedures including, but not limited to prices, credits, discounts, contract terms and conditions of sale.
• Addresses and resolve customer service issues in a timely manner.
• In addition to the sales duties, this position may perform various services and client relations activities.
• Performs other duties as assigned.

Skills

Interpersonal skills

Communication skills

Customer service

Organizational skills

Attention to detail

Education

High School Diploma or equivalent

Active member of Roman Catholic faith

Sales experience

Tools

CRM (Salesforce)

Microsoft Office Suite

Job description

Archdiocese of Los Angeles is seeking a PrePlanning Counselor for All Souls Preplanning Sales in Long Beach, CA. This non-exempt, full-time role focuses on preneed sales, client services, and relationship-building with parish communities.

You will conduct presentations, manage leads in CRM, and coordinate with cemetery staff and parish priests to support families through the preplanning process.