Job ID 1277
At Carriage Services we believe in the concept of “First Who, Then What.” We have learned that leaders, who attract and surround themselves with the best people, achieve great things. We believe in the Four E’s of Leadership—Energy, Energize, Edge, and Execute.
The Sales Counselor – Advanced Planning is responsible for assisting families in making cemetery arrangements & funeral services through the selection and purchase of cemetery property, funeral options, merchandise, and services on at-need or pre-need basis, ensuring the expectations of client families and their guests are exceeded.
∙ High school diploma or equivalent required; some college or college degree preferred;
∙ Proven track record of success in inside sales production strongly preferred;
∙ May require the possession (or ability to obtain) an insurance license as required by applicable law; and
∙ Valid driver’s license in good standing and acceptable driving record.
∙ Establishes a professional relationship with client families to ensure that all needs are being met;
∙ Represents the company in a professional and caring manner;
∙ Provides tours and guides families that visit the cemetery locations;
∙ Attends services and visitations for client families to develop relationships, ensure excellent service, and potential referrals;
∙ Completes required paperwork, ensures proper interment verification process, and conducts blind checks, ensuring compliance with all relevant state and industry regulations and in accordance with company policies and procedures;
∙ Develops new prospects and community-based contacts;
∙ Makes presentations at the business location, at client family homes, and at public community events highlighting merchandise, services, and the benefits of pre-need arranging;
∙ Maintains positive and proactive communication and cooperation with all funeral homes, departments, and team members 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;
∙ Schedules and conducts aftercare appointments to ensure client family satisfaction and obtain referrals; and
∙ Identifies and remedies all hazards at location and on grounds.
∙ Performs other duties as assigned.
Carriage Services is a leading provider in death care in the United States and is changing the face of the funeral and cemetery industry. We invite you to be a part of this sweeping change. Carriage Services is an equal opportunity employer.
$55,000.00 – $450,000.00 per year
Employee assistance program
Flexible spending account
Health savings account
Paid time off
Monday to Friday
Supplemental pay types:
Ability to commute/relocate:
Lafayette, CA 94549: Reliably commute or planning to relocate before starting work (Required)
Driver’s License (Preferred)