Advance Planning Director – Funeral & Life Insurance Pro

Milestone Funeral Partners, LLC; Massachusetts; On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Job summary

Milestone Funeral Partners is seeking an Advance Planning Director to educate families on funeral, cremation, and memorial options, leveraging licensure as a Funeral Director and Life Insurance Producer. The role involves advising families, planning arrangements, and educating communities across MA and RI.

Regular travel up to 50% is expected and scheduling flexibility is offered. Candidates must hold active MA & RI Funeral Director licenses and an active Life Insurance license (or obtain within

Qualifications

• Active Funeral Director license in MA and RI.
• Active Life Insurance license or ability to obtain within 60 days.
• Valid driver’s license and reliable vehicle.

Responsibilities

• Assist families in selecting funeral, cremation, and memorial options.
• Complete documentation with accuracy and ensure regulatory compliance.
• Represent Milestone in community events and promote advance planning education.
• Provide regular updates to management on client interactions and activities.

Skills

Funeral Director License MA RI

Life Insurance License

Driver’s license

Advance planning experience (preferred

Job description

Milestone Funeral Partners is seeking an Advance Planning Director to educate families on funeral, cremation, and memorial options, leveraging licensure as a Funeral Director and Life Insurance Producer. The role involves advising families, planning arrangements, and educating communities across MA and RI.

Regular travel up to 50% is expected and scheduling flexibility is offered. Candidates must hold active MA & RI Funeral Director licenses and an active Life Insurance license (or obtain within