Job Details

Join to apply for the Advance Planning Counselor role at INDO THAI REAL ESTATE PRIVATE LIMITED.

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Description

The Advance Planning Counselor (APC) is a self-starter expected to achieve their target by selling pre-need arrangements and services. The APC serves families in a professional, caring, and timely manner. Follow-up and generation of referrals from our families are integral to success and to establish a strong service relationship with families. The APC also develops relationships with the community.

Job Responsibilities

Lead Generation

• Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery and funeral arrangements and pre-need arrangements using company tools, processes, and standards.
• Obtains referrals from families served by the location by following up through visits with families after the service.
• Remains flexible with schedule to achieve results; often works nights and weekends.

Build Relationships with Families

• Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through.
• Responds to client inquiries in a timely, respectful, sensitive, and professional manner.
• Supports families in time of grief with acts of kindness.
• Consistently builds relationships and works cooperatively with all funeral and cemetery staff.

Requirements

Education

• High school education or equivalent.

License

• Current state issued drivers license with an acceptable driving record.
• CA Dept of Insurance Limited Life License is strongly preferred but not required.

Experience

• Sales experience or one to two years industry experience or equivalent education.
• Previous experience with Customer Relationship Management (CRM) systems is a plus.

Knowledge, Skills, and Abilities

• Basic computer and technology skills within a sales environment.
• Ability to work well in a team, as well as independently.
• Ability to work beyond standard hours as the need arises.
• Good driving record.
• Good work ethic.
• Comfortable presenting in front of others.
• Desire to help others.
• Bilingual, knowledge of another language is a plus (Chinese, Spanish, and Tagalog).

Seniority level

• Entry level.

Employment type

• Part-time.

Job function

• Other.

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