Carriage Services
1 month ago Be among the first 25 applicants
Advanced Planning Counselor
Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.
At Advanced Planning Counselor
At
Carriage Services , we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this exciting journey as we continue to shape the future of our industry.
Carriage Services
is an equal opportunity employer.
We’re looking for a people-first, self-motivated professional to join our Advance Planning team supporting 3 cemeteries and 5 funeral homes across the Bay Area. As an A dvance Planning Sales Counselor , you’ll meet with families to help them plan ahead for funeral and cemetery arrangements—bringing peace of mind to those making one of life’s most important decisions.
This role offers flexibility to build a schedule that fits your personal life, while maintaining a minimum commitment of 30 hours per week. During your first 8 weeks, you’ll receive hourly pay plus commission while in training. After onboarding, the position becomes commission-only with no limit to what you can earn—your results drive your income.
Compensation: Hourly + commission during your first 8 weeks of training
New team members earn $55k-$75k, with top producers exceeding $100k
Job-Type:
Full-Time - 30 hours per week
Location:
4100 Hilltop Drive Richmond, California
What We Can Provide
Qualified leads from seminars, Facebook, and partner websites Appointments set by a third-party lead generation partner Paid training and mentoring from experienced team leaders Life insurance license training to expand your earning potential A supportive team culture with strong leadership Flexible schedule to help you balance work and personal life Access to established cemetery and funeral properties across the East Bay
You’ll receive qualified leads through digital marketing, Facebook, community referrals, hosted lunch/dinner seminars, and appointments set by a third-party partner. Your goal is to build rapport, set follow-up appointments, give cemetery tours, and guide families through their planning options with clarity and compassion.
Must Have Qualifications
A desire to make money while helping people Strong telephone, interpersonal, and communications skills High level of compassion and integrity Independent, self-reliant, and self-motivated. Must be able to multi-task, set priorities and manage appointments
Qualifications
Strong conversational and listening skills May require the possession (or ability to obtain) an insurance license as required by applicable law. You’re self-motivated and can manage your time well Valid driver’s license in good standing and acceptable driving record. Sales experience preferred not required. Bilingual (Spanish) is a plus but not required. Excellent phone etiquette and follow-through
Job Duties
Meets with client families on a pre-need basis to ensure that they are presented with all options pertaining to funeral and cremation services and the related merchandise. Works independently away from the location to solicit new leads, referrals, and sales opportunities. Proactively creates and makes sales away from the location with little to no supervision. Spends no more than 20% of time at location or in the office. Establishes a professional relationship with client families to ensure that all needs are being met. Represents the company in a professional and caring manner, maintaining a professional personal appearance and employing honesty, integrity, and ethical methods of performing duties. Develops new prospects and community-based contacts through various methods, including cold calling, telephone solicitation, seminar attendance, and referrals. Maintains positive and proactive communication and cooperation with all departments to ensure a smooth service process for the family. Actively participates in all required location and company training initiatives. Reports all progress to the Sales Manager (or Unit Leader) as directed, completing and submitting all required reports in a timely manner. Responsible for adhering to pricing structures, completing all paperwork accurately and timely, and for submitting all contracts, required documents, and payments to the business office within required deadlines.
Benefits (must Meet Criteria To Receive Benefits)
Health, dental, vision, and life insurance 401(k) with company match Paid time off Employee discounts and assistance programs Seniority level
Seniority levelNot Applicable Employment type
Employment typeFull-time Job function
Job functionStrategy/Planning and Information Technology IndustriesIndividual and Family Services Referrals increase your chances of interviewing at Carriage Services by 2x Get notified about new Counselor jobs in
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#J-18808-Ljbffr
Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.
At Advanced Planning Counselor
At
Carriage Services , we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this exciting journey as we continue to shape the future of our industry.
Carriage Services
is an equal opportunity employer.
We’re looking for a people-first, self-motivated professional to join our Advance Planning team supporting 3 cemeteries and 5 funeral homes across the Bay Area. As an A dvance Planning Sales Counselor , you’ll meet with families to help them plan ahead for funeral and cemetery arrangements—bringing peace of mind to those making one of life’s most important decisions.
This role offers flexibility to build a schedule that fits your personal life, while maintaining a minimum commitment of 30 hours per week. During your first 8 weeks, you’ll receive hourly pay plus commission while in training. After onboarding, the position becomes commission-only with no limit to what you can earn—your results drive your income.
Compensation: Hourly + commission during your first 8 weeks of training
New team members earn $55k-$75k, with top producers exceeding $100k
Job-Type:
Full-Time - 30 hours per week
Location:
4100 Hilltop Drive Richmond, California
What We Can Provide
Qualified leads from seminars, Facebook, and partner websites Appointments set by a third-party lead generation partner Paid training and mentoring from experienced team leaders Life insurance license training to expand your earning potential A supportive team culture with strong leadership Flexible schedule to help you balance work and personal life Access to established cemetery and funeral properties across the East Bay
You’ll receive qualified leads through digital marketing, Facebook, community referrals, hosted lunch/dinner seminars, and appointments set by a third-party partner. Your goal is to build rapport, set follow-up appointments, give cemetery tours, and guide families through their planning options with clarity and compassion.
Must Have Qualifications
A desire to make money while helping people Strong telephone, interpersonal, and communications skills High level of compassion and integrity Independent, self-reliant, and self-motivated. Must be able to multi-task, set priorities and manage appointments
Qualifications
Strong conversational and listening skills May require the possession (or ability to obtain) an insurance license as required by applicable law. You’re self-motivated and can manage your time well Valid driver’s license in good standing and acceptable driving record. Sales experience preferred not required. Bilingual (Spanish) is a plus but not required. Excellent phone etiquette and follow-through
Job Duties
Meets with client families on a pre-need basis to ensure that they are presented with all options pertaining to funeral and cremation services and the related merchandise. Works independently away from the location to solicit new leads, referrals, and sales opportunities. Proactively creates and makes sales away from the location with little to no supervision. Spends no more than 20% of time at location or in the office. Establishes a professional relationship with client families to ensure that all needs are being met. Represents the company in a professional and caring manner, maintaining a professional personal appearance and employing honesty, integrity, and ethical methods of performing duties. Develops new prospects and community-based contacts through various methods, including cold calling, telephone solicitation, seminar attendance, and referrals. Maintains positive and proactive communication and cooperation with all departments to ensure a smooth service process for the family. Actively participates in all required location and company training initiatives. Reports all progress to the Sales Manager (or Unit Leader) as directed, completing and submitting all required reports in a timely manner. Responsible for adhering to pricing structures, completing all paperwork accurately and timely, and for submitting all contracts, required documents, and payments to the business office within required deadlines.
Benefits (must Meet Criteria To Receive Benefits)
Health, dental, vision, and life insurance 401(k) with company match Paid time off Employee discounts and assistance programs Seniority level
Seniority levelNot Applicable Employment type
Employment typeFull-time Job function
Job functionStrategy/Planning and Information Technology IndustriesIndividual and Family Services Referrals increase your chances of interviewing at Carriage Services by 2x Get notified about new Counselor jobs in
Richmond, CA . Youth Engagement Counselor (Bilingual English/Spanish) San Francisco, CA $28.50-$30.00 4 days ago San Francisco, CA $23.00-$25.75 5 months ago Counselor on Special Assignment (2025-2026 School Year Eligibility Pool)Counselor, Bilingual Preferred (2025-2026 School Year Eligibility Pool) San Francisco, CA $19.00-$22.00 3 months ago Club Coach + Camp Counselor - NorCal (All NorCal Locations)Residential Counselor - Full Time/Part TimeResidential Counselor - Full Time/Part TimeResidential Counselor - Full Time/Part Time San Francisco, CA $29.76-$30.76 3 weeks ago TB CAREER TRANSITION (STUDENT COUNSELOR) SPECIALIST Oakland, CA $65,000.00-$75,000.00 1 week ago San Francisco, CA $23.00-$25.75 1 month ago TB CAREER TRANSITION (STUDENT COUNSELOR) SPECIALIST PART-TIME Oakland, CA $96,544.50-$98,943.00 1 month ago Women's Drug & Alcohol Rehabilitation Counselor San Francisco, CA $23.00-$27.00 1 year ago Vallejo, CA $68,640.00-$70,725.00 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr