Norman K.

Sales

• Build lasting relationships with families in the community.
• Provide comprehensive guidance regarding pre-need funeral and memorial planning.
• Deliver compassionate service and expert advice to help families navigate options for honoring loved ones.
• Ensure families receive the support they need during challenging times.
• Meet with clients, set appointments, and consult on pre-need arrangements.
• Collaborate with the team at Berge Pappas Smith Chapel of the Angels to achieve sales goals.

Sales Professional

• Create meaningful connections with clients and support them through preplanning cemetery, funeral, and memorial services
• Serve as Family Service Advisor for Steele Chapel at Longview Memorial Park
• Provide exemplary personalized service to families
• Establish strong business relationships with community and civic organizations, businesses, and individuals
• Participate in lead generation and sales activities
• Present services to individuals and groups

• Engage with clients and provide guidance in pre-arranging funeral and memorial services
• Make and set appointments with clients
• Present value options and sales offerings to clients
• Represent Gilbertson Funeral Home to the island community and adapt practices to serve families
• Participate in a 1-year formal training program and utilize CRM tools and sales support

•Help families and individuals plan funeral and cemetery services for their loved ones as an Advance Planner.
•Serve the community across 7 premier cemeteries, Heritage Funeral Home and 3 Pacific Northwest Cremation locations.
•Provide superior value and compassionate service differentiating the company within the profession and community.
•Work as a Family Service Representative to conduct sales that make a difference in the lives of people served.

Appointment Setter

• Reach out to potential clients and schedule appointments for sales team to discuss funeral and cemetery pre-arrangement services both remotely and in-person
• Serve as the first point of contact for clients, providing information and answering questions
• Follow up with families after services
• Set appointments for Advance Planners
• Communicate with families through phone, text, email, chat, and social platforms
• Conduct sales presentations via remote visit platforms
• Host and support remote group seminars
• Accurately complete product and funding paperwork
• Maintain and utilize the lead management system
• Learn and deliver the pre-arrangement consumer presentation
• Ensure compliance with preneed rules and regulations
• Attend all sales meetings and training sessions

• Serve as a part-time consultative sales professional educating clients about prearrangement options
• Build and maintain relationships with individuals, families, and local faith-based communities
• Explain and guide clients through the prearrangement process and available funeral and cremation services
• Provide options and resources to create personalized, meaningful tributes
• Achieve personal sales goals and participate in lead generation programs
• Use CRM and office software to manage customer relationships and records
• Collaborate with funeral directors and internal team to deliver personalized service