Funeral Pre-Planning Advisor
Foundation Partners, Bradenton, FL, United States
Introduction
We currently have an opening for a
Preplanning Advisor
at a
Baldwin Brothers
in
Bradenton, FL . Under the supervision of the Sales Manager, this role customarily and regularly sells cemetery services, property, merchandise, and preneed funeral services and merchandise in accordance with the goals established by sales management. Sales are made both at‑need and pre‑need.
Overview & Responsibilities
Sells company pre‑arranged funeral contracts, along with cemetery property and merchandise in accordance with established sales objectives and procedures
Sales are made in advance of need. Funding mechanisms for prearrangements include cash sales and installment sales
Completes contracts and other documents as required to provide sales and customer service in accordance with company policies
Develops personal sales leads through personal contacts, telephone solicitation activity, family follow‑ups, and group marketing activities such as direct mail, media, mall kiosks, or home show booths
Sets appointments and makes presentations in prospective client family homes to sell prearrangements
Attends visitations, funerals, and interment services of client families. This serves the dual purpose of expressing personal interest and concern for the family and strengthening relationships for follow‑up calls and appointments with extended family, friends, and associates directed to preneed sales presentations
Attends sales meetings and group sales activities as directed
Provides client family services in support of the primary outside sales responsibility. Services include answering questions, escorting visitors, researching client family files and records, and assisting client families as needed
Maintains records of personal sales activity and performance results in the manner prescribed by the company
Reviews any deviation from prescribed policies or procedures including, but not limited to, prices, credit, discounts, contract terms, and conditions of sale and refers them to sales management
Requirements & Qualifications
Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint)
Strong preference for some formal training in business or business-related areas
Experience in commissioned sales is preferred
Insurance license or the ability to obtain an insurance license (depending on the funding mechanism for the product sold)
Must have the ability to travel independently
Valid state‑issued driver’s license with a clear driving record
Team Member Benefits
Entry‑level and experienced professionals; students, and veterans – we offer complete career paths regardless of your career and life stage
Unique ShareLife® technology lets you create one‑of‑a‑kind life celebrations for the families you serve
Competitive salaries and performance incentives
Team member referral program
Medical, dental, prescription, and vision insurance
Vacation, sick, and holiday pay
401(k) with company match
Company‑paid life insurance, long‑term disability, and short‑term disability
#J-18808-Ljbffr
Preplanning Advisor
at a
Baldwin Brothers
in
Bradenton, FL . Under the supervision of the Sales Manager, this role customarily and regularly sells cemetery services, property, merchandise, and preneed funeral services and merchandise in accordance with the goals established by sales management. Sales are made both at‑need and pre‑need.
Overview & Responsibilities
Sells company pre‑arranged funeral contracts, along with cemetery property and merchandise in accordance with established sales objectives and procedures
Sales are made in advance of need. Funding mechanisms for prearrangements include cash sales and installment sales
Completes contracts and other documents as required to provide sales and customer service in accordance with company policies
Develops personal sales leads through personal contacts, telephone solicitation activity, family follow‑ups, and group marketing activities such as direct mail, media, mall kiosks, or home show booths
Sets appointments and makes presentations in prospective client family homes to sell prearrangements
Attends visitations, funerals, and interment services of client families. This serves the dual purpose of expressing personal interest and concern for the family and strengthening relationships for follow‑up calls and appointments with extended family, friends, and associates directed to preneed sales presentations
Attends sales meetings and group sales activities as directed
Provides client family services in support of the primary outside sales responsibility. Services include answering questions, escorting visitors, researching client family files and records, and assisting client families as needed
Maintains records of personal sales activity and performance results in the manner prescribed by the company
Reviews any deviation from prescribed policies or procedures including, but not limited to, prices, credit, discounts, contract terms, and conditions of sale and refers them to sales management
Requirements & Qualifications
Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint)
Strong preference for some formal training in business or business-related areas
Experience in commissioned sales is preferred
Insurance license or the ability to obtain an insurance license (depending on the funding mechanism for the product sold)
Must have the ability to travel independently
Valid state‑issued driver’s license with a clear driving record
Team Member Benefits
Entry‑level and experienced professionals; students, and veterans – we offer complete career paths regardless of your career and life stage
Unique ShareLife® technology lets you create one‑of‑a‑kind life celebrations for the families you serve
Competitive salaries and performance incentives
Team member referral program
Medical, dental, prescription, and vision insurance
Vacation, sick, and holiday pay
401(k) with company match
Company‑paid life insurance, long‑term disability, and short‑term disability
#J-18808-Ljbffr