Pre-Planning Advisor
Core
Self-starter sales professional 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 cemetery arrangements and funeral service packages
Domain
Funeral services / Mortuary industry
Deliverable
product features
Required skills
Prospecting, relationship building, sales presentation, CRM usage, community networking, grief support communication, time management, adaptability, driving, integrity
Preferred skills
Bilingualism, prior CRM experience, sales experience, industry experience
Technologies
CRM systems
Responsibilities
Network and build relationships to generate referrals for pre-need and at-need arrangements; prospect families face-to-face, door-knock, or via seminars; follow up with families after services to obtain referrals; present Personal Planning Guides; maintain activity levels and track productivity; support families in grief with acts of kindness and honest communication; collaborate with funeral directors and cemetery staff to ensure seamless service; prepare for appointments with professionalism.
Seniority
Entry-level to Junior, hands-on IC