INDO THAI REAL ESTATE PRIVATE LIMITED
Advance Planning Counselor
INDO THAI REAL ESTATE PRIVATE LIMITED, San Mateo, California, United States, 94403
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Advance Planning Counselor
role at
INDO THAI REAL ESTATE PRIVATE LIMITED .
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants. 10 months ago Be among the first 25 applicants. Description 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 generation 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 Generation 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 preferred 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 language is a plus (Chinese, Spanish, and Tagalog). Seniority level Entry level. Employment type Part-time. Job function Other. Referrals increase your chances of interviewing at INDO THAI REAL ESTATE PRIVATE LIMITED by 2x.
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Advance Planning Counselor
role at
INDO THAI REAL ESTATE PRIVATE LIMITED .
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants. 10 months ago Be among the first 25 applicants. Description 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 generation 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 Generation 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 preferred 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 language is a plus (Chinese, Spanish, and Tagalog). Seniority level Entry level. Employment type Part-time. Job function Other. Referrals increase your chances of interviewing at INDO THAI REAL ESTATE PRIVATE LIMITED by 2x.
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