Forest Lawn has always attracted unique and exceptional individuals; those who aren’t satisfied with simply building a career, but want to go home at the end of the day knowing they’ve made a profound and positive difference in people’s lives.  If this sounds like you, take a look at our job openings....We may have your next GREAT OPPORTUNITY!

COMPENSATION

Annual Minimum - Maximum

$75,000.00 - $91,000.00

WHAT YOU'LL BE DOING

Management retains the discretion to add or change the essential duties and requirements at any time.

• Maintains the outside sales force structure by monitoring the percentage of time the Planning Advisors are in the office. 

• Responsible for the time and attendance system of new Planning Advisors during the 16 week training period which includes daily monitoring of timecards, perform modifications/additions from the Timecard Edit Form to the timecard as well as overtime.  Approve timecards for Payroll on Tuesday no later than noon after the end of the pay period. 

• Interview, hire, and supervise Sales Office Assistant.

• Ensure all paychecks, along with paystubs are available to the Planning Advisors in a timely manner.

• Create, approve, and submit EDT for all employee data changes to Human Resources

• Review and approve vendors’ invoices for validity and accuracy with signature.  Submit to Accounts Payable for payment.

• Review in a timely manner all commission statements, sales units reports as well as any other related reports, ascertain accuracy of reports and coordinate any corrections and report discrepancies to the appropriate individual and/or department and Regional Sales Manager. Print and distribute the Commissions statements and the sales units report, and all other related reports to the Planning Advisors and resolve any questions, concerns or request for corrections.

• Print and evaluate on a weekly basis delinquent reports for National Guardian Life, and make available to the Planning Advisors.  Print property delinquency reports and provide to the affected Planning Advisors.

• Evaluate, alert and work with Planning Advisors to correct any omissions or errors in contracts.

• Coordinate with our Client Accounts regarding families calling about not receiving statements, or late statements, or misapplied payments, or change of terms or address of payments, or any other issue related to their contracts.

• Manage technology issues in the office.

• May assist Field Sales Manager with the training of new Planning Advisors and technology-deficient existing Planning Advisors on the usage of equipment and software provided by the Association, including equipment such as PC’s, laptops, cellular phones, printers, fax and copy machines, etc.

• Interface between Planning Advisor and Client Accounts in matters relating to the Planning Advisors’ client families.

• Interface between Planning Advisors and Funeral Planning Insurance Company designated by Forest Lawn, about newly issued and existing policies and in matters related to the Planning Advisors’ client families.

• Ensure the security and confidentiality of data and client information and all Ensure office policies and procedures are adhered to.

• Acquire thorough knowledge of Sales Rules and Forest Lawn policies and procedures.

• Review all property contracts and insurance applications submitted by Planning Advisor for accuracy, validity of the lead source, and account for all funds submitted.  

• Enter all Advance Cemetery and Advance Funeral sales transmittal figures submitted by each region and submit the reports by the due date. Verify and make sure all figures submitted are accurate and match the daily sales figures.

• Schedule and conduct monthly safety meetings or as directed by the Office of the Sr. Vice President of Advance Planning. 

• Collect relevant documents and other evidentiary material regarding sales disputes. 

• Support Planning Advisor with the Aftercare program provided by Precoa or other Third Party Marketing agency designated by Forest Lawn by printing from HMIS the necessary information needed.

• Ensure the applicable activity reports are submitted in a timely and accurate manner; provide report to Regional Sales Managers. 

• Formulate any reports in Excel , Word, and MS Outlook as needed.

• Track special promotional events such as spiffs, contests, and give-aways.

• Manage, procure, and approve all supplies necessary for the office.

• Ensure that all deeds sent to the region for the purpose of delivery to the families are prepared, registered in the ledger, and promptly delivered and reported as delivered. 

• Assist Regional Sales Manager with the organization of events, ensure that the displays and material needed are available and in good working order.  

• Will be responsible for fielding calls and resolving basic issues.  Must be able to problem solve – think outside the box and within Forest Lawn policies to get the Planning Advisor what they need to successfully complete their sale. 

• Assist Planning Advisor in reserving and answering inquiries regarding property in HMIS.

• For new planners during the training period, track their hours by ensuring that these new planners are clocking their working hours and lunch breaks on the Ceridian for the number of weeks designated by Forest Lawn.

REQUIRED QUALIFICATIONS

• HS Diploma/GED required

• Minimum 3 years’ experience in sales environment.

• Attainment of Life Insurance License within six months of hire date

• Basic knowledge of  MS Word, MS Excel, and MS Outlook

• Excellent Customer Service and communication skills

PREFERRED QUALIFICATIONS

• Management experience preferred

• Bilingual

• Knowledge of CRM or Salesforce system

• Cemetery/Mortuary or Insurance sales experience

• AA or BA degree preferred

DRUG TESTING POLICY

Prior to beginning employment, all job applicants who receive a job offer will be required to voluntarily submit to a drug screening test conducted by a laboratory designated by Forest Lawn. The drug screening method is a hair collection test that will detect the use of illegal drugs within the past 90 days. A positive drug test may result in the withdrawal of the job offer.

E-VERIFY STATEMENT

Forest Lawn has registered to participate in the federal government's E-Verify program. With E-Verify we are able to confirm the employment authorization of all newly hired employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security.  With respect to new hires, the E-Verify process is completed in conjunction with a new hire's completion of the Form I-9, Employment Eligibility Verification upon commencement of employment.  E-Verify is not used as a tool to pre-screen candidates.  

For up-to-date information on E-Verify, go to https://www.e-verify.gov/employees/e-verify-overview.

FAIR CHANCE INITIATIVE FOR HIRING ORDINANCE

Forest Lawn will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.