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Job Responsibilities
- Lead Generation
- Holds self-accountable for prospecting a minimum of 1-2 hours each day
- Obtains referrals from families served by the location
- Networks and builds community and civic relationships
- Explains and presents to families served and referred families
- Maintains and tracks activity levels to ensure productivity
Build Relationships with Families- Responds to client inquiries in a timely, respectful, sensitive, and professional manner
- Connects with families through listening, honest communication, and genuine concern
- Develops understanding of each family’s needs and offers solutions that provide value
- Stays in touch with families to ensure satisfaction
- Prepares for appointments and performs procedures with professionalism and attention to detail
- Follows through on customer problems and requests
- Builds trust-based relationships to earn referrals
- Educates families on the benefits of pre-planning to gain referrals and provide protection
Teamwork- Acts as a link from services at need through aftercare to future services
- Collaborates with funeral directors, managers, and staff for seamless service
- Reviews previous family contacts to support current needs
- Shares family concerns with the team
Minimum Requirements
- High school diploma or equivalent
- 1-2 years of college or equivalent experience
- Customer service or sales experience preferred
Licenses
- Valid driver’s license with acceptable record
- Insurance license if required by law
Knowledge, Skills, and Abilities
- Ability to pass internal presentation certification within 30 days
- Availability to work evenings and weekends
- Ability to drive frequently
- Ability to obtain and maintain required licenses
- Flexible hours, up to 12 hours/day at times
- Empathy, respect, and customer service skills
- Computer literacy