Pre-Planning Advisor
Core
A self-starter sales role selling pre-need funeral arrangements and services to families, generating referrals, and building community relationships.
Role type
Sales Advisor (Pre-Planning)
Builds
Pre-need funeral arrangements and services
Domain
Funeral services / Mortuary
Deliverable
product features
Required skills
Prospecting, relationship building, CRM usage, public presentation, sales quota achievement, community networking
Preferred skills
Bilingualism, industry experience, customer relationship management (CRM) systems experience
Responsibilities
Network and build relationships to generate referrals for pre-need and at-need arrangements, prospect a minimum of 4 hours daily via face-to-face events or door knocking, obtain referrals from families served by the location, explain and present Personal Planning Guide presentations, maintain and track activity levels, establish strong business relationships with families by connecting and resolving concerns, support families in time of grief, collaborate with funeral directors and cemetery staff, review previous services to prepare for current needs.
Seniority
Entry-level to Mid-level, hands-on IC