PrePlanning Counselor - Calvary LA Preplanning Sales

Archdiocese-of-La; California; On-site; USD 25,000 - 32,000; Full time

Benefits offered by this job

Health Insurance (Medical, Dental and?

Employee Assistance Program (EAP)

Pension Plan

403B Plan

Vacation & Sick Time

Paid Holidays

Great Work Perks (Discounts)

Sign on Bonus

Job summary

Archdiocese of Los Angeles seeks a Preplanning Counselor for Calvary Mortuary in Los Angeles. The role blends preneed sales with client services, coordinating with parish priests and CCM management to deliver compassionate guidance to patron families.

You will develop leads, set appointments, and present at cemeteries or in client homes as needed, while maintaining records and ensuring compliance with diocesan policies.

Qualifications

• High School Diploma or equivalent required.
• Active Catholic faith membership preferred.
• At least 1 year sales related experience or preplanning sales preferred.
• Valid driver’s license and ability to travel locally.

Responsibilities

• Meet sales goals for preneed products at Archdiocesan cemeteries and mortuaries.
• Complete contracts and documents to process sales and customer service.
• Provide excellent patron service and assist families as needed.
• Develop leads through personal and parish outreach activities.
• Maintain CRM records and follow up on referrals and appointments.

Skills

CRM experience

Salesforce

Microsoft Office

Customer service

Interpersonal skills

Data entry

Travel to local sites

Communication

Education

High School Diploma

Active Catholic faith member

Tools

Salesforce

Microsoft Office Suite

Job description

PrePlanning Counselor - Calvary LA Preplanning Sales

#XQF-491

Job Description

Location: Calvary Mortuary - Los Angeles

Status: Non - Exempt, Full Time

POSITION SUMMARY

Under the general supervision of the Preplanning Team Manager, the Preplanning Counselor provides preneed information and assistance to cemetery and mortuary patrons. In addition to the sales duties, this position may perform various services and client relations activities, while establishing and maintaining effective communication of efforts with CCM management, CCM office administrative staff and parish priests.

ESSENTIAL FUNCTIONS

Because all Archdiocesan employees represent the Roman Catholic Church, they are expected to conduct themselves according to the goals and mission of the Church in performing their work.

• 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.

Requirements

MINIMUM QUALFICATIONS

Education and Experience

Any combination of education and experience likely to provide the required knowledge, skills, and abilities, typically:

• 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.

Knowledge, Skills, and Ablitites

Knowledge of:

• 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.

Skills in:

• Interpersonal: including tact, patience and diplomacy.
• CRM or Salesforce experience.
• Calculating figures and amounts such as discounts, interest, proportions and percentages and to apply concepts of basic mathematics.
• Data entry and reconciliation techniques.

Ability to:

• Express or exchange information by means of the spoken word.
• Concentrate and complete moderately complex forms.
• Follow multiple pending requests through to completion.
• Organize and coordinate projects.
• Work independently with initiative and little supervision.
• Maintain confidentiality.
• Communicate effectively in written and oral form.
• Develop and maintain effective working relationship.
• Read and interpret CCM policies, procedures, contracts and customer files such as interment right records.
• Effectively present information to patron family members, co-workers and management.

Physical and Environmental Requirements

• Occasionally lift up to 20 pounds.
• Sit for sustained periods of time on daily basis.
• Perform tasks requiring intermittent bending, stooping, and walking.
• Sustain frequent movement of the fingers, wrists, hands and arms.

Our Benefits include:

• Health Insurance (Medical, Dental and Vision)
• Employee Assistance Program(EAP)
• Pension Plan
• 403B Plan
• Vacation & Sick Time
• Paid Holidays
• *Great Work Perks (Amusement Parks, Car Rentals & Hotel, Restaurant, and Shopping discounts)
• SIGN ON BONUS
  • 2% bonus, commensurate with level of annual compensation
  • Must be employed for 6 months - in good standing.
  • Full amount paid at 6 months.
  • excludes temporary employees.

Location(s)

4201 E. Whittier Blvd, Los Angeles , California 90023 , United States

Open Positions

1

Salary Range

$18.47

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LA Catholics

Catholic Cemeteries & Mortuaries

Catholic Schools in Los Angeles

Employment decisionswill not be made on the basis of race, color, national origin, ancestry,physical disability, mental disability, medical condition, geneticinformation,marital status, sex, age, pregnancy, military or veteranstatus, or political affiliation. However, the archdiocese reserves the rightto make employment decisions based on principles of Catholic moral teaching,religious preferences, and other religious needs, criteria, andpoliciesand, in maintaining this equal employment policy, thearchdiocesedoes not waive any legalexceptions or exemptions thatmay apply to it as a religious nonprofit organization.

These policies applyto hiring, promotion, transfer, and termination. The archdiocese has the rightto be the sole judge of merit, competence, and qualifications, and can favorCatholic applicants and current employees in all employment decisions. Every effortis made to hire staff into positions that will use their abilities mosteffectively and meet archdiocesan needs. Under no circumstances will anapplicant be hired, or a staff member be retained if he or she has beenconvicted of a crime of moral turpitude.

Job-relatedcriteria are used in making employment selection decisions. Selection criteriaare based on the specific applicant’s job skills relative to the essentialfunctions of the job and the minimum qualifications and responsibilities of thejob vacancy for which the applicant has applied. All staff are expected tofulfill the essential functions of the job with or without reasonableaccommodation for any disabilities or medical condition they may have.

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