Responsibilities
- Maintain 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.
- Interview, hire, and supervise Sales Office Assistants.
- 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 and submit all invoices appropriately.
- Review and track weekly verification reports from each Planning Advisor.
- Review all commission statements and sales units reports for accuracy and report any discrepancies accordingly.
- Distribute commissions statements, 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.
- Work closely with the Client Accounts department on a variety of issues.
- 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 PCs, laptops, cellular phones, printers, fax and copy machines, etc.
- Oversee communication between Planning Advisor and Client Accounts.
- Oversee communication between Planning Advisors and Funeral Planning Insurance Company designated by Forest Lawn.
- Ensure the security and confidentiality of data and client information and ensure office policies and procedures are adhered to.
- Acquire thorough knowledge of Sale

📌 Sales Office Manager (Granada)
🏢 Forest Lawn Memorial Parks and Mortuaries
📍 Granada