Pre-Planning Advisor

Preplanning Advisor

Revolutionizing the funeral industry means blazing new trails, creating new ideas, developing strong relationships, preserving legacies, and compassionately caring for Families. With over 200 locations across the country, Foundation Partners Group is continuing to expand our reach, but we only do this with exceptional team members ready to embrace the future of the funeral industry. Our Team Members are vital to the health of our funeral homes, and we value the insight, ideas, and passion they bring every day to compassionately care for our Families. FPG is transforming the funeral industry one life, one family, and one community at a time. Join us as we revolutionize the funeral industry across the nation.

We currently have an opening for a Preplanning Advisor at Baldwin Brothers - Timber Ridge in Ocala, 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

Requirement & 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 Include:

• 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
• 401k with company match
• Company-paid life insurance, long-term disability, and short-term disability