Advanced Planning Counselor - Outside Sales Representative

Advanced Planning Counselor - Outside Sales Representative

Join Carriage Services as an Outside Sales Representative. We are a committed team dedicated to setting new standards in the funeral and cemetery profession, creating premier experiences through innovation, empowered partnership, and elevated service.

Carriage Services is an equal opportunity employer.

The Outside Advanced Planning Representative is accountable for assisting families who need to make pre‑need funeral and cremation arrangements, ensuring the expectations of client families and their guests are exceeded. The role is based at Lakeland Funeral Home in Lakeland, Florida.

Must live in the local area and must have sales experience.

• Commission/bonus with unlimited earning potential
• Paid training – 4 weeks
• Full‑time position
• Earn competitive compensation you control by setting and closing appointments
• Live flexibly: enjoy freedom of setting your own schedule and balancing work and life
• Advance your career: a life insurance license or ability to obtain one will give professional credentials and opens promotion pathways

• High school diploma or equivalent required; some college or degree preferred
• Minimum of 2 years of sales experience
• Proven track record in outside sales production strongly preferred
• Must have or be able to obtain an insurance license as required by law
• Valid driver’s license with good record
• Strong telephone, interpersonal, and communication skills
• High level of compassion, integrity, independent, self‑motivated
• Ability to read, write, and speak English fluently;
  Bilingual is a plus
• Preferred background as an insurance agent; strong networking ability
• A desire to make money while helping people
• Ability to multi‑task, set priorities, and manage appointments

• Meet with client families on a pre‑need basis to present all options for funeral and cremation services and related merchandise
• Work independently to solicit new leads, referrals, and sales opportunities
• Proactively create and make sales away from the location with minimal supervision
• Spend no more than 20% of time at the location or in the office
• Establish a professional relationship with client families to ensure all needs are met
• Represent the company professionally, maintaining a caring demeanor and ethical methods
• Develop new prospects and community contacts through cold calling, phone solicitation, seminar attendance, and referrals
• Maintain positive communication with all departments to ensure smooth service for the family
• Participate in all required location and company training initiatives
• Report progress to the Sales Manager or Unit Leader, completing all required reports promptly
• Adhere to pricing structures, complete paperwork accurately and timely, and submit all contracts, documents, and payments to the business office within deadlines

Entry level

Contract

Sales and Business Development

Individual and Family Services