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Family Service Counselor

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Wausau, WI, USA

Job Type

Full Time

Workspace

In Person

About the Role

Requirements

Primary Responsibilities:  To generate sales by servicing new & current cemetery clients.  To establish positive relations within the community to promote our cemetery as the premier option within the market.


Specific Duties:

  • Prospect every day – Make the necessary contacts with prospective customers to maintain an ample supply of leads via: phone lists, at-need families, pre-need follow up, door knocking & seminars

  • Meet and exceed established sales quotas

  • Follow up with all families and generate new referrals

  • Obtain permanent record files on all sales

  • Personal deliveries of deeds and other legal work (obtain permanent record files & referrals)

  • Enter all clients and new prospects with notes into CRM

  • Lead in and attend all of the committal services of the families you assisted in authorization appointments

  • Submit necessary sales and activity reports on a weekly basis to President, Director of Sales and Office Manager

  • Promote preplanning to affiliations of cemeteries to include, but not limited to:

    • Family & friends of the deceased who are interred in cemetery

    • Community members

    • Organizations, associations and churches within the community

  • One counselor a day will be on floor duty

  • Will service all at-need families

  • Service all other families not assigned or not actively being worked by another counselor

  • Handle all sales calls for the day (if not available name and phone number will be taken s you can call the family back)

  • Required to stay in the office for lunch

  • If location is not busy on duty day, appointments can be run outside of office with coverage


Email your resume to David for consideration, DavidL@tributeinc.com

About the Company

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