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

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.