Pre-Planning Advisor
Core
Serve client families by making at-need cemetery arrangements and selling pre-need arrangements.
Role type
Sales and service advisor for cemetery pre-planning
Builds
Pre-need cemetery arrangements and at-need services
Domain
Funeral services / Cemetery management
Deliverable
product features
Required skills
Prospecting, networking, client relationship management, presentation skills, customer service, sales, driving
Preferred skills
Customer service or sales industry experience, insurance licensing
Technologies
Internal presentation software, computer software
Responsibilities
Prospect and network to generate leads, present pre-planning solutions to families, respond to client inquiries, collaborate with funeral directors and location managers, maintain customer satisfaction, obtain and maintain insurance license if required