Commission-Based Preneed & Aftercare Advisor

Heritage Family Funeral Services, Inc; Lawrenceville (GA); On-site; USD 30,000 - 60,000; Full time

Job summary

Heritage Family Funeral Services, Inc. is seeking a Future Care Advisor to guide families in preneed and aftercare planning with empathy and professional expertise.

The role focuses on educating families about options, coordinating prenEe d and aftercare programs, and building lasting relationships within the community. You will manage a structured pipeline, conduct family meetings, and collaborate with funeral home leadership to meet community and business goals, while adhering to regulatory

Qualifications

• Proven success in sales, relationship building, or customer service roles.
• Strong organizational and follow-up skills.
• Ability to work independently while managing multiple priorities.

Responsibilities

• Conduct preneed and at-need family meetings in a professional, organized, and caring manner.
• Present and explain funeral, cremation, and memorial options to families.
• Maintain complete preneed files and ensure accuracy of documents and compliance.
• Enter appointments, leads, and outcomes into CRM timely to maintain pipeline reporting.
• Coordinate with funeral home leadership to ensure a seamless family experience.

Skills

Sales experience

Communication

Empathy

Organizational skills

Independent work

Tools

CRM tools

Microsoft Office

Funeral management software

Job description

Heritage Family Funeral Services, Inc. is seeking a Future Care Advisor to guide families in preneed and aftercare planning with empathy and professional expertise.

The role focuses on educating families about options, coordinating prenEe d and aftercare programs, and building lasting relationships within the community. You will manage a structured pipeline, conduct family meetings, and collaborate with funeral home leadership to meet community and business goals, while adhering to regulatory