Funeral Director - Advance Planning
Core
Serves client families by making pre-need funeral arrangements, focusing on community engagement and advance-planning services to generate revenue.
Role type
Funeral Director (Advance Planning)
Builds
Pre-need funeral plans and arrangements for families
Domain
Funeral services / Life insurance
Deliverable
client delivery
Required skills
prospecting, community networking, sales presentations, empathetic communication, relationship building, customer service, driving, computer software proficiency
Preferred skills
customer service or sales industry experience, insurance licensing
Technologies
internal presentation software, computer software
Responsibilities
prospecting new clients, presenting pre-need plans to families, building trust-based relationships, collaborating with funeral home staff, reviewing previous services to support current needs
Seniority
Entry-level to Mid-level, hands-on IC