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The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. The Advance Planning Counselor (APC) is a self-starter expected to achieve their target by selling pre-need arrangements and services. The APC serves families in a professional, caring and timely manner. Follow-up and of referrals from our families are integral to success and to establish a strong service relationship with families. The APC also develops relationships with the community. JOB RESPONSIBILITIES Lead · Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery and funeral arrangements and pre-need arrangements using company tools, processes and standards · Obtains referrals from families served by the location by following up through visits with families after the service · Remains flexible with schedule to achieve results; often works nights and weekends Build Relationships with Families · Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through · Responds to client inquiries in a timely, respectful, sensitive and professional manner · Supports families in time of grief with acts of kindness · Consistently builds relationships and works cooperatively with all funeral and cemetery staff Requirements: Education · High school education or equivalent License · Current state issued driver’s license with an acceptable driving record · CA Dept of Insurance Limited Life License is strongly but not required. Experience · Sales experience or one to two years industry experience or equivalent education · Previous experience with Customer Relationship Management (CRM) systems is a plus Knowledge, Skills and Abilities · Basic computer and technology skills within a sales environment · Ability to work well in a team, as well as independently · Ability to work beyond “standard” hours as the need arises · Good driving record · Good work ethic · Comfortable presenting in front of others · Desire to help others · Bilingual, knowledge of another is a plus (Chinese, Spanish and Tagalog)
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The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. The Advance Planning Counselor (APC) is a self-starter expected to achieve their target by selling pre-need arrangements and services. The APC serves families in a professional, caring and timely manner. Follow-up and of referrals from our families are integral to success and to establish a strong service relationship with families. The APC also develops relationships with the community. JOB RESPONSIBILITIES Lead · Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery and funeral arrangements and pre-need arrangements using company tools, processes and standards · Obtains referrals from families served by the location by following up through visits with families after the service · Remains flexible with schedule to achieve results; often works nights and weekends Build Relationships with Families · Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through · Responds to client inquiries in a timely, respectful, sensitive and professional manner · Supports families in time of grief with acts of kindness · Consistently builds relationships and works cooperatively with all funeral and cemetery staff Requirements: Education · High school education or equivalent License · Current state issued driver’s license with an acceptable driving record · CA Dept of Insurance Limited Life License is strongly but not required. Experience · Sales experience or one to two years industry experience or equivalent education · Previous experience with Customer Relationship Management (CRM) systems is a plus Knowledge, Skills and Abilities · Basic computer and technology skills within a sales environment · Ability to work well in a team, as well as independently · Ability to work beyond “standard” hours as the need arises · Good driving record · Good work ethic · Comfortable presenting in front of others · Desire to help others · Bilingual, knowledge of another is a plus (Chinese, Spanish and Tagalog)
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