- Developed individualized care plans for clients, taking into account unique needs, preferences, and cultural backgrounds.
- Supported families on day of interment to resolve any problems and answer questions.
- Enhanced overall family satisfaction by providing attentive client service, consistently exceeding expectations through individualized care and support.
- Advocated for clients' best interests when interacting with other professionals, ensuring that their needs were prioritized and met.
Advices families on ground burial options, above ground entombment options, cremation options, memorials, and merchandise.
Understands and presents all associated costs and advises customers on financing options;
ensuring that all financing is finalized prior to internment.
- Responsible for daily management of CRM and lead data base, including generation of new leads via networking, online, and cold calling, generation of referrals, and categorization of leads (hot, warm, cold).
- Plan and conduct community outreach events, both on site and off site, to build relationships within the broader community and generate
- new leads.
- Completes all required paperwork, processes and authorizations required to finalize a sale and deliver the service/product from start to finish.
- Actively participates in supporting services at
the location.
- Participates in all sales meetings, communicating effectively with local management and team members regarding activity, progress, and results.