Pre-Planning Advisor
Core
Self-starter sales role selling pre-need funeral arrangements and services to families, generating referrals, and building community relationships.
Role type
Pre-need funeral sales advisor
Builds
Pre-need funeral arrangements and services
Domain
Funeral services / Mortuary
Deliverable
client delivery
Required skills
Prospecting, relationship building, sales presentation, CRM usage, community networking, follow-up management
Preferred skills
Bilingualism, prior CRM experience, industry experience
Technologies
CRM systems
Responsibilities
Network and build relationships to generate referrals for pre-need and at-need arrangements, prospect face-to-face (events, door knocking, seminars), follow up with families after services, present Personal Planning Guides, maintain activity levels, work flexible schedules including nights and weekends, support grieving families, collaborate with funeral directors and cemetery staff
Seniority
Entry-level to Junior, hands-on IC