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Bilingual (English/Spanish) Cemetery Preplanning Counselor

Calvary Cemetery, Santa Barbara

Posted 9/1/2017 until 10/31/2017


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As a Cemetery Preplanning Counselor, you can work with people to pre-plan and pre-fund their arrangements for a final resting place. The position demands sensitive client interaction with a high degree of confidentiality. Our counselors help the Catholic Church fulfill one of its essential ministries. Their work is counted among the traditional works of mercy. The Archdiocese of Los Angeles owns and operates 11 Catholic Cemeteries. Positions are available in Los Angeles, Santa Barbara and Ventura counties. Competitive compensation, paid training, and comprehensive benefits.

Cemetery experience not required.


Because all Archdiocesan employees represent the Roman Catholic Church, they are expected to conduct themselves according to the goals and mission of the Church in performing their work.
• Achieve goals and objectives in relation to Preneed Transactions to be conducted at the Archdiocesan Cemeteries.
• Sells cemetery property and merchandise in accordance with established sales objectives and procedures. Transactions are preneed only for cemetery Property and Merchandise (P&M).
• Completes contracts and other documents as required to provide sales and customer service in accordance with the policies of the Archdiocese of Los Angeles and based on the funding mechanism utilized (cash or installment sales).
• Provides the patron services in support of the primary sales responsibility.  Answers questions, escorts visitors, researches client family files and records and assists client families as needed.
• Develops sales leads through personal contacts, telephone solicitation activity and group marketing activities such as parish outreach programs.  Provides results for all leads to Sales Management.
• Sets appointments and makes presentations at Archdiocesan Cemeteries and occasionally in prospective patron family homes in accordance with the goals established by executive management.
• Whenever practical, attends interment services of client families.  Expresses personal interest and concern for the family and strengthens relationships for follow-up calls and appointments with extended family, friends and associates directed to preneed sales presentations.
• Attends meetings and group activities as directed.
• Maintains records of personal sales activities and performance results in the manner prescribed by the Archdiocese of Los Angeles.
• Refers to next level of management for any deviation from prescribed policies or procedures including, but not limited to, prices, credits, discounts, contract terms and conditions of sale.
• Addresses and resolves customer service issues in a timely manner.
• In addition to the sales duties, this position may perform  various service and client relations activities.
• Performs other duties as assigned.
Education and Experience
Any combination of education and experience likely to provide the required knowledge, skills, and abilities, typically:
• High School Diploma or equivalent.
• Previous Cemetery sales experience or at least 1 year sales related experience.
• Valid Driver’s License, good driving record and automobile insurance.
• Ability to travel to local sites for meetings and appointments to make presentations in client homes.
• Depending on funding vehicle for products sold, may require a life insurance license or the ability to obtain a license.
Knowledge, Skills, and Abilities
• Active member of a Roman Catholic faith community.
• Bilingual English & Spanish.
• Communicate effectively in written and oral form.
• Develop and maintain effective working relationships.
• Must be able to read and interpret Cemeteries policies, procedures, contracts and customer files such as interment right records.
• Provide excellent customer service skills by responding to common inquiries or complaints from customers, co-workers or members of the business community.
• Effectively present information to patron family members, co-workers and management.
• Strong knowledge of Microsoft Office Suite (Outlook, Word, Excel and PowerPoint).
• Experience using CRM and HMIS.
• Ability to follow multiple pending requests through to completion.
• Ability to organize and coordinate projects.
• Calculate figures and amounts such as discounts, interest, proportions and percentages and to apply concepts of basic mathematics.
• Proficiency in data entry and reconciliation techniques.
• Ability to concentrate and complete moderately complex forms.
• Work independently with initiative and little supervision.
• Maintain confidentiality.
• Understanding of Christian Burial in the Catholic Church.
• Interpersonal skills including tact, patience and diplomacy.

• Sit for sustained periods of time on a daily basis.
• Perform tasks requiring intermittent bending, stooping, and walking.
• Requires ability to frequently lift or move objects up to 30 pounds.
• Sustain frequent movement of the fingers, wrists, hands, and arms.
• Ability to express or exchange information by means of the
spoken word.
Interested candidates must fill out an application, which can be found on the Archdiocese website at:
The completed application must be submitted, along with a resume and cover letter to:
Please send the email with the following subject line:
Your First & Last Name, Preplanning Counselor, and Location

Information/Application Contact:

Calvary Cemetery, Santa Barbara
199 North Hope Avenue
Santa Barbara CA 93110
FAX: (323) 637-6115
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