Pre-Planning Advisor
On-sitePort Orange, Florida, United States
Job Summary
Customize and sell cemetery services, property, merchandise, and preneed funeral contracts to families, utilizing cash and installment funding mechanisms. Complete necessary documentation, develop personal sales leads through phone solicitation and group marketing, and set appointments for home presentations. Attend visitations and funerals to strengthen relationships for future preneed sales, while providing client support by answering questions and researching files. Maintain records of sales activity and performance, review policy deviations, and refer issues to sales management. Requires Microsoft Office proficiency, commission sales experience, and an insurance license or ability to obtain one.
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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