Job Summary
The Funeral Sales Agent is responsible for generating leads, promoting funeral service packages, and providing compassionate and professional assistance to families in need of funeral and burial arrangements. The agent will educate potential clients on pre-need and at-need funeral services, assist with insurance claims, and maintain relationships to ensure customer satisfaction.
Duties:
- Identify and engage potential clients for funeral services and products.
- Conduct sales presentations to individuals and groups on pre-arranged funeral packages.
- Meet or exceed monthly and quarterly sales targets by closing sales of funeral services.
- Generate leads through personal networking, community outreach, and referral programs.
- Guide families through the process of selecting funeral services, burial plans, and memorial products.
- Provide detailed explanations of service options, prices, and payment plans.
- Offer emotional support and ensure a compassionate approach when dealing with grieving clients.
- Assist clients with paperwork related to insurance claims and service arrangements.
- Maintain accurate records of sales, contracts, and client communications.
- Prepare regular reports on sales performance and market trends.
- Collaborate with internal teams (funeral directors, administrative staff) to ensure seamless service delivery.
- Attend community events, funerals, and other gatherings to promote funeral services.
- Develop partnerships with local organizations, religious institutions, and other relevant entities.
- Utilize social media, digital marketing, and other sales tools to reach prospective clients.