Job Description:
Consider the possibilities of joining a certified Great Place to Work! As an Advance Planning Counselor (APC), you will guide families through one of life's most important decisions — pre-need cemetery and funeral planning. You are a self-motivated professional who builds genuine relationships, generates referrals, and creates a meaningful impact in the community.
Responsibilities:- Lead Generation
- Consistently network and build referral sources using company tools, processes, and standards
- Follow up with families after services to generate recommendations for pre-need and at-need arrangements
- Maintain schedule flexibility, including evenings and weekends as needed
- Family Relationship Management
- Connect with families, address their concerns, and commit to follow-through
- Respond to inquiries in a timely, respectful, and professional manner
- Support families through grief with compassion and care
- Collaborate with all funeral and cemetery staff for a seamless family experience
Requirements:
Education High school diploma or equivalent LicenseValid California driver's license with acceptable driving recordCA Department of Insurance Limited Life License preferred, not required ExperienceSales experience, or 1–2 years of industry or equivalent experience Prior CRM system experience is a plus
Skills & Abilities:- Basic computer skills in a sales environment
- Strong work ethic and ability to work independently or as part of a team
- Comfortable presenting to individuals and groups
- Flexible availability beyond standard business hours
- Desire to help others
Preferred:
Bilingual candidates are strongly encouraged to apply — Chinese, Spanish, and Tagalog speakers especially welcome.
