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Commission Sales at CFS INSURANCE SERVICES INC

Millbrae, California, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Aug, 26

Salary

99.0

Posted On

05 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Lead Generation, Relationship Management, Networking, CRM Systems, Public Speaking, Compassionate Communication, Time Management, Independent Work

Industry

Insurance

Description

Description 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 Requirements 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.

Responsibilities

The Advance Planning Counselor guides families through pre-need cemetery and funeral planning while building community referral sources. Responsibilities include lead generation, managing family relationships with compassion, and collaborating with staff for a seamless experience.