Career Opportunities

What Does an Advance Funeral Planning Professional Do?

The Advance Funeral Planning Professional generates pre-need sales for the funeral home client they represent by utilizing the sales processes of prospecting, appointment setting and presenting along with purpose, process and payoff, as taught in the Academy of Advance Funeral Planning at The Outlook Group, Inc. The Advance Funeral Planning Professional is responsible for securing and growing the market share for the funeral home by purposefully building value in the services of The Outlook Group, Inc. They must continually attempt to reach, educate and inform consumers of all ages about the advantages of pre-planning and pre-funding funeral services by utilizing relationship-building methods designed by The Outlook Group, Inc. to ensure no family in the funeral home’s service area faces a loss uninformed or unprepared. Follow-up, self-discipline and self-generation of leads are integral to success in this career.

Qualifications

No previous sales experience required, we will train; however, you must have personal traits and desires that would allow service to families with a high level of caring, compassion, integrity and dignity. You must demonstrate the ability to take direction and the willingness to try new concepts outside your traditional comfort zone. Excellent listening, written, oral communication and interpersonal skills are essential; strong organizational and problem solving skills are required; and you must be a self-starter who has demonstrated the ability to be patient and persistent to achieve set goals. You must have the ability to motivate and persuade, and demonstrate an ability to work well with others in a team atmosphere and to develop ongoing positive relationships within your community, funeral home and co-workers. The Advance Funeral Planning Professional must mirror the values and culture of their funeral home. You must be able to multi-task, set priorities and be detail oriented. Experience with use of a Personal Computer (including e-mail) is a plus.

Requirements

Must have a high school diploma and/or GED equivalent. Must be a licensed life insurance agent and/or have the desire and ability to secure and obtain a life insurance license (before date of hire) from the state in which you will be working. If not already a licensed life insurance agent, licensing requirements generally involve attendance at a state approved life insurance school/program course followed by the successful passing of the state life insurance license exam. Must have the ability to be fully bonded and pass a standard background/security check. Must have a valid driver's license and dependable transportation in order to travel to sales appointments. There is considerable traveling required within the market area you will be working.  Licensing as required by state laws. Some limited states (please call to inquire) require a licensed funeral director to legally consummate a funeral prearrangement contract with a consumer. The duties must constantly be performed consistent with the company mission statement and values and adherence to all company policies and procedures.

Responsibilities

·         Secure and grow market share for the funeral home represented by gaining pre-arranged and pre-funded funeral services

·         Grow market share by achieving a younger average age for pre-funded funeral services

·         Grow market share through active involvement with community, religious, social and other organizations.

·         Educate the community, by consistently speaking with groups and individuals about the advantages of pre planning and pre-funding funeral services

·         Respond to client inquiries in a timely, respectful and professional manner

·         Prospect daily and consistently for individuals and families to educate about the advantages of funeral prearrangement planning utilizing proven prospecting techniques as taught in the Academy of Advance Funeral Planning. This includes a large amount of telephone calling and personal consumer interaction

·         Schedule appointments daily to share the advantages of funeral pre-planning and pre-funding. This includes a large amount of telephone calling and personal consumer interaction

·         Ensure steady progress by using all lead source types.

·         Present to individuals (educate) daily, in face-to-face meetings, the advantages of pre-arranging and pre-funding funeral services.

·         Effectively conduct and close sales presentations using company furnished materials.

·         Generate sales through professionally serving pre-need families; asking for referrals; obtaining recommendations from satisfied clients and effective networking in the community.

·         Communicate progress effectively and often with the Developmental Coach and Outlook corporate office personnel to ensure the funeral home, Outlook Group and your individual sales goals and objectives are consistently being met.

·         Provide accurate and timely written reports on activity and results in an effort to achieve agreed upon sales goals.

·         Honor, respect and practice client, funeral home and Outlook Group confidentiality at all times.

·         Contribute to improving processes and systems at all company-sponsored functions.

·         Accountable to meet sales performance criteria.

Skills

Proven ability to effectively communicate with others; convey concepts and information; fill out detailed insurance, funeral home and Outlook Group information sheets, insurance and reporting forms; positively and effectively interact with others via telephone, e-mail and in person.

Working Hours

Commonly Monday through Friday 8am to 5pm. Occasional weekend and evening hours will be required.  Because of the nature of the position, priorities are constantly changing and flexibility needs to be shown to accompany consumer’s time and lifestyle. Most main nationally recognized holidays are not worked.

How to Apply

Interested candidates should mail, fax or e-mail a cover letter, resume and salary history to: Ms. Diane Magoto, c/o The Outlook Group, Inc. 121 East Second Street, Franklin, Ohio 45005 Phone: 800-331-6270 Fax: 937-743-8918 Email: jobs@theoutlookgroup.com. The Outlook Group, Inc. is an equal opportunity employer committed to a diverse workplace. m/f/v/d/h

Type of Individual We Seek

The Outlook Group, Inc. wouldn't be where we are today without our most important resource - our employees. In fact because of the dedication, creativity and tenacity of our employees, we've been able to make funeral prearrangement more accessible, easier to understand and more affordable to thousands of consumers nationwide.  The Outlook Group, Inc. strives to provide all our employees with a creative, flexible, exciting and caring work environment that is fast-paced and challenging, but at the same time is relaxed and friendly. The Outlook Group, Inc. is without a doubt one of the fastest-growing funeral prearrangement sales and marketing organizations in the United States. We are currently seeking talented individuals who match the success profile of our top performing Advance Funeral Planning Professionals. Do you: Have well defined personal and career goals? Possess an entrepreneurial mindset? Feel good about being of service to others? Have the ability to earn a six figure income? Have a demonstrated history of winning and a positive mental outlook? If you answered "yes" to all of the questions above, you may be qualified for our opportunities.

The Outlook Group, Inc. believes in our employees' diverse abilities and is 100% committed to providing equal employment opportunities to all qualified individuals regardless of their ancestry, age, race, religion, color, national origin, sex, age, weight, disability, marital status, sexual orientation, veteran status or other legally protected status. The Outlook Group, Inc. is an equal opportunity employer. We abide by all applicable federal, state and local laws prohibiting discrimination. All hiring and employment practices are governed on the basis of merit, competence and qualifications.

Compensation and Benefits

If you've been searching for a career with benefits, where the sky's the limit, you've found it!   The Outlook Group, Inc. has created a unique compensation and benefits program that provides balance and security for both immediate and future employee needs. For YOU, this security means emotional and financial peace of mind. Employees find our compensation and benefits package to be more than adequate to afford them and their families a comfortable lifestyle.  Compare these advantages with any other funeral profession and you'll see why The Outlook Group, Inc. is proud to offer our employees the following compensation and benefits package:

  • Base salary
  • Great commission schedule (above average potential income and bonuses!)
  • Generous monthly and annual sales volume bonus 
  • Quarterly goal bonus award
  • Chargeback Reserve account
  • Flexible working hours (some weekend and evening hours. No holiday work!)
  • Paid vacation (one week after one full year of service) 
  • Sick days
  • Personal days  
  • Company holidays
  • Excellent, company sponsored, group health/medical insurance coverage 
  • Group dental, short and long term disability insurance (optional & voluntary)
  • Flexible Benefits Plan 
  • First-rate working conditions  
  • Open and honest communication among all staff and management
  • Friendly, caring, supportive, respectful working environment 
  • Professional Training through the Academy of Advance Funeral Planning at The Outlook Group, Inc. (company paid!)
  • Extensive company sponsored training and long term professional development
  • Experts train you step by step...you can be ready to start making money now!
  • Outstanding, five-star incentive trips and company retreats
  • Career Development Program (your professional career will grow with us!)
  • 401(k) savings plan
  • Direct payroll deposit
  • Chuck's Bucks cash rewards
  • Job security. Our employees enjoy a recession-proof industry!
  • Sense of belonging!
  • Sense of achievement!
  • Pride and prestige!
  • Power to make a meaningful difference in people's lives!
  • We focus on YOU - listen to your needs and help you to be successful!
  • If you would like to go home every night feeling good about the work you do, your income and yourself, please contact us today to join our award winning team!


How Will Outlook Help Me Succeed?


We provide initial training and continuing education through the nationally recognized Academy of Advance Funeral Planning at The Outlook Group, Inc.  Regularly scheduled regional and company-wide meetings round out our support system. It's a total, caring support system that will surround you your entire career.  In short, everything you need to be successful is right here! If you're successful, we're successful! It's that simple.

It is this total support and service for which The Outlook Group, Inc. has become so widely recognized and a clear factor in the long term success and growth our company has achieved since our founding in 1985. View current opportunities that are available right now by visiting the "positions currently available" link above. 

How Do I Find Out More?


For more information contact The Outlook Group, Inc. at 800-331-6270 (8:00am to 5:00pm Eastern Time, Monday thru Friday.) You can fax your resume 24 hours a day, 7 days a week to 937-743-8918 or send an email.  Please rest assured that all inquiries are held in strict confidence!
To submit a quick application online, click here.

 

 

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