Pre-Planning Advisor
On-sitePort Orange, Florida, United States
Job Summary
Sells cemetery services, property, merchandise, and preneed funeral contracts to prospective clients both at-need and in advance. Develops personal sales leads through telephone solicitation, family follow-ups, and group marketing activities like direct mail and home show booths. Sets appointments and presents prearrangement options in client family homes. Attends visitations, funerals, and interment services to express concern for families and strengthen relationships for future sales presentations. Provides client family services by answering questions, escorting visitors, and researching client files. Maintains records of sales activity and reviews policy deviations for management. Requires an insurance license or ability to obtain one, valid driver's license, and ability to travel independently. Competitive salaries, performance incentives, and comprehensive benefits including medical, dental, 401k, and vacation pay are available.
Required Qualifications
- Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint)
- Must have the ability to travel independently
- Valid state-issued driver's license with a clear driving record
Desired Qualifications
- Strong preference for some formal training in business or business-related areas
- Experience in commissioned sales is preferred
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