Pre-Planning Advisor
On-sitePort Orange, Florida, United States
Job Summary
Sells cemetery services, property, merchandise, and preneed funeral contracts in accordance with established sales objectives and procedures. Completes contracts and documents while developing personal sales leads through telephone solicitation, family follow-ups, and group marketing activities. Sets appointments for presentations in prospective client homes and attends visitations, funerals, and interment services to strengthen relationships. Provides client family services by answering questions, escorting visitors, and researching records. Maintains records of sales activity and reviews deviations from company policies. Requires Microsoft Office proficiency, sales experience, and an insurance license; involves independent travel with a valid driver's license.
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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