Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Wendy Schneider

PLACERVILLE,CA

Summary

Dynamic entrepreneur with a proven track record in the monument industry, notably at Lakeside Memorial Lawn, where I excelled in client relations and financial management. Skilled in Microsoft Office and complex problem-solving, I spearheaded operations that led to over $2 million in sales. Known for exceptional verbal communication and building lasting client relationships, my strategic approach significantly outperformed competitors.

Overview

2025
2025
years of professional experience

Work History

Cemetery Sales

Lakeside Memorial Lawn
  • Started monument company from scratch in order to serve grieving families by providing quality headstones with affordable pricing.
  • Current role is to oversee daily operations, ensuring all tasks were completed accurately and efficiently by Memorialist.
  • Sales responsibility includes developing and maintaining strong relationships with clients, resulting in repeat business and referrals.
  • Managing financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Regularly evaluate industry competition regularly to maintain a competitive advantage in the marketplace.

Owner/Sales Coordinator

Eternal Love Monuments
09.2023 - Current
  • Started monument company from scratch in order to serve grieving families by providing quality headstones with affordable pricing.
  • Current role is to oversee daily operations, ensuring all tasks were completed accurately and efficiently by Memorialist.
  • Sales responsibility includes developing and maintaining strong relationships with clients, resulting in repeat business and referrals.
  • Managing financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Regularly evaluate industry competition regularly to maintain a competitive advantage in the marketplace.

Preneed Insurance Agent

Great Western Insurance Company
04.2015 - Current
  • Key role as The Funeral Lady is to educate families on the importance of preneed funeral planning: "If you don't prepay, at least pre-plan!"
  • Schedule and conduct meetings with grieving families to accomplish goals with maximum sensitivity, kindness, and professionalism.
  • Establish and build strong long-term relationships with families
  • Maintain accurate, legally-compliant records of all transactions.
  • Expand client base by actively prospecting for new business opportunities and generating referrals.
  • Utilized CRM software to manage client relationships.
  • Generated leads through cold-calling, networking, and creative outreach methods.
  • Designed presentations and marketing materials to encourage funeral planning.
  • Sales of preneed and cemetery products exceeded $2 million in 2022, sold more than other 6 agents combined, and earned company trip to Costa Rica.

Education

Mortuary Science

American Academy McAllister Institute of Funeral Service
New York, NY

Bachelor Of Arts - Child Development

California State University, Sacramento
Sacramento, CA

Skills

  • Microsoft Office
  • Scheduling appointments
  • Filing systems
  • Work Prioritization
  • Document Preparation
  • Financial Recordkeeping
  • Confidentiality
  • Verbal and written communication
  • Organization
  • Complex Problem-Solving
  • File Management

Additional Information

Links to TV

Timeline

Owner/Sales Coordinator

Eternal Love Monuments
09.2023 - Current

Preneed Insurance Agent

Great Western Insurance Company
04.2015 - Current

Cemetery Sales

Lakeside Memorial Lawn

Mortuary Science

American Academy McAllister Institute of Funeral Service

Bachelor Of Arts - Child Development

California State University, Sacramento

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Wendy Schneider