PrePlanning Counselor - Holy Cross Mortuary (C.C.) bei Archdiocese of Los Angeles

POSITION SUMMARY

Under the general supervision of the Preplanning Team Manager, the Preplanning Counselor provides preneed information and assistance to cemetery and mortuary patrons. In addition to the sales duties, this position may perform various services and client relations activities, while establishing and maintaining effective communication of efforts with CCM management, CCM office administrative staff and parish priests.

ESSENTIAL FUNCTIONS

Because all Archdiocesan employees represent the Roman Catholic Church, they are expected to conduct themselves according to the goals and mission of the Church in performing their work.

• Achieve sales goals and objectives in relation to preneed transactions to be conducted at the Archdiocesan Catholic Cemeteries and Mortuaries. 
• Sells cemetery and mortuary products and services in accordance with established sales objectives and procedures. Transactions are preneed only.
• Completes contracts and other documents as required to provide sales and customer service in accordance with the policies of the Archdiocese of Los Angeles and based on the funding mechanism utilized (cash or installment sales).
• Provides the patron services in support of the primary sales responsibility. Answers questions, escorts visitors, research client family files and records and assist client families as needed.
• Developing sales leads through personal contacts, telephone solicitation activity and group marketing activities such as parish outreach programs. Enters, records, and updates, all sales leads and the progress of their relationships with patrons in the CRM.
• Sets appointments and make presentations at Archdiocesan cemetery and mortuary locations and occasionally in prospective patron family homes in accordance with the goals established by executive management.
• Whenever practical, attend visitation or interment services of client families. Expresses personal interest and concern for the family and strengthens relationships for follow-up calls and appointments with extended family, friends and associates directed to preneed sales presentations.
• Participation in meetings and group activities as directed. When necessary, adhere to the Performance Review Program and its requirements when performing below minimum production levels. 
• Maintains records of personal sales activities and performance results in the manner prescribed by the Archdiocese of Los Angeles.
• Refers to the next level of management, any deviation from prescribed policies or procedures including, but not limited to prices, credits, discounts, contract terms and conditions of sale. 
• Addresses and resolve customer service issues in a timely manner.
• In addition to the sales duties, this position may perform various services and client relations activities.
• Performs other duties as assigned.