Funeral Director - Advance Planning
Core
Advance Planning Funeral Director serving client families by making pre-need arrangements, generating revenue, and acting as the primary contact for families across multiple communities.
Role type
Sales-focused Funeral Director (Advance Planning)
Builds
Pre-need funeral arrangements and protection plans for families
Domain
Funeral services / Life insurance / Community sales
Deliverable
client delivery
Required skills
prospecting, networking, community relationship building, sales presentations, customer service, empathy, computer literacy, driving
Preferred skills
customer service or sales industry experience, insurance licensing knowledge
Technologies
internal presentation software, computer software
Responsibilities
prospecting for new leads, building community and civic relationships, presenting pre-planning solutions to families, maintaining client relationships, collaborating with funeral home staff, tracking activity levels
Seniority
Entry-level to Mid-level, hands-on IC