- Salary
- $1 – $99/hr
- Location
- Millbrae, CA
- Department
- Sales
- Education
- High School
- Source
- Paylocity
Description
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
License
- Valid California driver's license with acceptable driving record
- CA Department of Insurance Limited Life License preferred, not required
Experience
- Sales 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.