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 Family Service Advisor at Charlotte Memorial Funeral Home in Punta Gorda, FL. Under the supervision of Sales Manager (SM) or his/her designee, the Preplanning Advisor customarily and regularly sells cemetery services, property and merchandise, and/or preneed funeral services and merchandise in accordance with the goals established by sales management. Sales are made both at-need and preneed. All job functions and requirements are carried out within the context and framework of the Company’s mission, stated values and ethical guidelines as well as policies, procedures, schedules and local, state, federal and other regulatory requirements.
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 for the purpose of selling prearrangements
Whenever practical, 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
May provide 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
Any deviation from prescribed policies or procedures including, but not limited to, prices, credit, discounts, contract terms and conditions of sale must be referred to sales management
Requirements & Qualifications:
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