Advance Planning Specialist

Job Summary

The position will assist families in the pre-planning and funding of funerals through the purchase of a life insurance policy or utilizing other funding methods available through the company. They may also assist families in purchasing memorial property and merchandise. All of this is done before the need arises. This individual is responsible for providing prompt, courteous and knowledgeable service to our client families.

Essential Job Duties and Responsibilities

  1. Demonstrate Core Values of Excellence, Trust, Care and Growth in performing all aspects of position.
  2. Maintain a positive work atmosphere by behaving and communicating in a manner so that you get along with families, co-workers, and management.
  3. Responsible for the sales and services in the funeral home but may occasionally meet at a client family’s home.
  4. Responsible for developing and following up on leads, either self-generated or received from other reliable, company-approved sources.
  5. Organize and conduct public seminars in concert with delivery of aftercare services. Also, convert generated leads from these programs to preneed sales.
  6. Assist in the development of after-care and seminar resources for funeral home and community.
  7. Must meet minimum monthly sales expectations established by sales manager.
  8. While the main emphasis of this position is the selling of pre-need products and services, you must be available during specified office hours to handle walk-in and immediate need clients.
  9. Must remain well informed and educated on the benefits of pre-arrangement and possess the ability to pass this information on to client families.
  10. Must be able to utilize tools given to generate sales, procure leads to increase sales, and close a sale.
  11. Must develop positive relationships with all funeral home, cemetery managers and associates.
  12. Must develop positive relationships with local churches, nursing homes, hospitals, and hospice providers.
  13. Must possess the necessary licensure or other certification to meet local or state legal requirements and must be licensed with the insurance company used by our company to underwrite our policies.
  14. Must possess knowledge of the funeral rites, ceremonies and customs associated with various religions, always confirming the information with the clergy at the time the service is pre-arranged.
  15. Must be very knowledgeable of general price lists, casket price lists and merchandise price lists for funeral homes and cemeteries and be able to answer all questions concerning prices and merchandise within the requirements of the Federal Trade Commission (FTC) rules.
  16. Remain up to date on company learning, policies, and procedures as assigned.
  17. Other business-related duties as assigned.

Educational, Licensure and Skill Requirements

  • High school diploma or equivalency
  • Basic office skills including computer skills and knowledge
  • Good people skills with ability to relate to a wide range of people
  • Attention to detail with effective written and verbal communication skills
  • Ability to manage time effectively in order to organize and prioritize workload.
  • Ability to work under time constraints and conform with established schedules and deadlines.
  • Must be a licensed insurance agent by the state as well as licensed agent for the insurance company used by the company.
  • Licensed Funeral Director in states that require such.
  • Possess a valid Drivers’ License and meet the driving performance standards as determined by management. MVR’s may be reviewed annually for compliance, and any conviction or at-fault accidents should be immediately reported to management.

The above duties are neither intended to be an all-inclusive list of duties and responsibilities for this position, nor are they intended to be a listing of prerequisite skills and abilities.  The purpose is to describe the general nature of the position.