Advanced Planning Counselor

Job Description

Advanced Planning Counselor

At Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this exciting journey as we continue to shape the future of our industry. Carriage Services is an equal opportunity employer.

We’re looking for a people-first, self-motivated professional to join our Advance Planning team supporting 3 cemeteries and 5 funeral homes across the Bay Area. As an Advance Planning Sales Counselor, you’ll meet with families to help them plan ahead for funeral and cemetery arrangements—bringing peace of mind to those making one of life’s most important decisions.

This role offers flexibility to build a schedule that fits your personal life, while maintaining a minimum commitment of 30 hours per week. During your first 8 weeks, you’ll receive hourly pay plus commission while in training. After onboarding, the position becomes commission-only with no limit to what you can earn—your results drive your income.

Compensation: Hourly + commission during your first 8 weeks of training

New team members earn $55k-$75k, with top producers exceeding $100k

Job-Type: Full-Time - 30 hours per week

Location: 4100 Hilltop Drive Richmond, California

What we can Provide:

Qualified leads from seminars, Facebook, and partner websites

Appointments set by a third-party lead generation partner

Paid training and mentoring from experienced team leaders

Life insurance license training to expand your earning potential

A supportive team culture with strong leadership

Flexible schedule to help you balance work and personal life

Access to established cemetery and funeral properties across the East Bay

You’ll receive qualified leads through digital marketing, Facebook, community referrals, hosted lunch/dinner seminars, and appointments set by a third-party partner. Your goal is to build rapport, set follow-up appointments, give cemetery tours, and guide families through their planning options with clarity and compassion.

Must have qualifications:

A desire to make money while helping people

Strong telephone, interpersonal, and communications skills

High level of compassion and integrity

Independent, self-reliant, and self-motivated.

Must be able to multi-task, set priorities and manage appointments

Qualifications:

Strong conversational and listening skills

May require the possession (or ability to obtain) an insurance license as required by applicable law.

You’re self-motivated and can manage your time well

Valid driver’s license in good standing and acceptable driving record.

Sales experience preferred not required.

Bilingual (Spanish) is a plus but not required.

Excellent phone etiquette and follow-through

Job Duties:

Meets with client families on a pre-need basis to ensure that they are presented with all options pertaining to funeral and cremation services and the related merchandise.

Works independently away from the location to solicit new leads, referrals, and sales opportunities.

Proactively creates and makes sales away from the location with little to no supervision.

Spends no more than 20% of time at location or in the office.

Establishes a professional relationship with client families to ensure that all needs are being met.

Represents the company in a professional and caring manner, maintaining a professional personal appearance and employing honesty, integrity, and ethical methods of performing duties.

Develops new prospects and community-based contacts through various methods, including cold calling, telephone solicitation, seminar attendance, and referrals.

Maintains positive and proactive communication and cooperation with all departments to ensure a smooth service process for the family.

Actively participates in all required location and company training initiatives.

Reports all progress to the Sales Manager (or Unit Leader) as directed, completing and submitting all required reports in a timely manner.

Responsible for adhering to pricing structures, completing all paperwork accurately and timely, and for submitting all contracts, required documents, and payments to the business office within required deadlines.

Benefits (must meet criteria to receive benefits)

Health, dental, vision, and life insurance

401(k) with company match

Paid time off

Employee discounts and assistance programs

Full-time