Sales Professionals - Outside Sales
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CFS INSURANCE SERVICES INC
Millbrae, CA, US
Summary
Guide families through pre-need cemetery and funeral planning while building genuine community relationships. Generate leads through networking and follow-up services to create a seamless family experience.
Job 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.
CFS International is a specialty credit insurance brokerage. We act as an intermediary between our client and the insurance company. We help our clients mitigate the risk of non-payment by protecting their balance sheet against domestic and international bad debt losses.
We put our expertise and the resources of the credit insurance markets at your disposal to arrange the best coverage that meets your needs, while saving you the time and uncertainty of seeking coverage on your own.
Founded
2001
Company size
11-50 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Irvine, California
CFS International is a specialty credit insurance brokerage. We act as an intermediary between our client and the insurance company. We help our clients mitigate the risk of non-payment by protecting their balance sheet against domestic and international bad debt losses.
We put our expertise and the resources of the credit insurance markets at your disposal to arrange the best coverage that meets your needs, while saving you the time and uncertainty of seeking coverage on your own.
Founded
2001
Company size
11-50 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Irvine, California