Advance Planning – Funeral Director

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The Advance Planning Funeral Director is accountable for serving client families by making pre-need arrangements with a focus on community engagement and advance-planning services. This role is responsible for serving families across multiple communities centered on various locations and provides exemplary personalized service. This role plays an essential role in generating revenue for the location as well as acting as the primary contact for families.

JOB RESPONSIBILITIES 

Lead Generation  

• Holds self-accountable for prospecting a minimum of 1-2 hours each day 

• Obtains referrals from families served by the location 

• Networks and builds community and civic relationships 

• Explains and presents presentations to families served and referred families 

• Maintains and tracks activity levels to ensure productivity 

Build Relationships with Families 

• Responds to client inquiries in a timely, respectful, sensitive and professional manner 

• Connects with families through listening, honest communication and genuine concern 

• Develops an understanding of each family’s unique needs and offers solutions that provide value to them 

• Stays in touch with families to ensure satisfaction 

• Prepares for all appointments and performs all procedures with professionalism and attention to detail 

• Follows through on all customer problems and requests 

• Builds trust-based relationships to earn the right to ask for referrals 

• Earns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning 

Teamwork  

• Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future 

• Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service 

• Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales 

• Shares family concerns with rest of the SCI team 

MINIMUM REQUIREMENTS 

Education  

• High school diploma or equivalent 

• 1-2 years of college or an equivalent of education and experience 

Experience 

• High school equivalency and 1-2 years of college or an equivalent of education and experience 

• 1-2 years of customer service or sales industry experience preferred 

       

Licenses 

• Current state/province issued driver’s license with an acceptable driving record 

• Insurance license if required by state/province law and as prescribed by each state board 

• State Funer