Advance Planning Guide: Build Trust with Families

Newcomer Funeral Service Group; Columbus (OH); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

Marketing support and lead generation

Professional workshops

Job summary

Newcomer Funeral Service Group seeks an Advance Planning Specialist to guide families through prepaid funeral and cremation options in the northeast Columbus community. You will build relationships, educate clients, and manage a personal pipeline of leads with empathy and integrity.

The role emphasizes relationship-building, goal attainment, and earning commission via a structured compensation plan, with support from a collaborative team and company resources.

Qualifications

• High school diploma required; associate’s degree or higher preferred.
• At least one year of experience in advance planning, sales, insurance, or a related role.
• Licensed insurance agent or the ability to obtain required insurance licenses.
• Solid computer and office skills, strong organization, and close attention to detail.
• A genuine desire to help people plan ahead and feel confident in their decisions.

Responsibilities

• Meet with families to arrange advance funeral and cremation plans with care, professionalism, and empathy.
• Educate families on services and merchandise, helping them reflect their wishes and values.
• Actively build and manage a personal lead pipeline through community outreach, referrals, and follow-up.
• Partner with local organizations and referral networks to expand awareness of advance planning options.
• Use CRM systems, reporting tools, and other technology to track activity and drive sales performance.
• Support a welcoming, organized, and professional funeral home environment in accordance with standards.

Skills

Strong communication

Sales mindset

Education

High school diploma

Associate degree or higher

Tools

CRM systems

Reporting tools

Other technology

Job description

Newcomer Funeral Service Group seeks an Advance Planning Specialist to guide families through prepaid funeral and cremation options in the northeast Columbus community. You will build relationships, educate clients, and manage a personal pipeline of leads with empathy and integrity.

The role emphasizes relationship-building, goal attainment, and earning commission via a structured compensation plan, with support from a collaborative team and company resources.