Compassionate Preneed Advisor — Commission-Based

Heritage Family Funeral Services, Inc; Covington (GA); On-site; USD 40,000 - 70,000; Full time

Job summary

Heritage Family Funeral Services, Inc. is seeking a Future Care Advisor to guide families through preneed and aftercare options with compassion and professional guidance.

You will educate families on funeral, cremation, and memorial choices, manage a structured sales pipeline, and build community relationships to grow Heritage’s preneed services. The role emphasizes empathetic client service, CRM documentation, and the ability to present seminars to diverse groups, with flexible hours including

Qualifications

• Demonstrated ability to communicate with compassion, empathy, and professionalism.
• Proven success in sales, relationship building, or customer service roles, preferably in funeral, insurance, or related industries.
• Strong organizational, administrative, and follow-up skills with attention to detail.
• Ability to work independently and manage multiple priorities effectively.
• Willingness and availability to work evenings and weekends and holidays.
• Valid state insurance license (if required) and valid driver’s license.

Responsibilities

• Conduct preneed and at-need family meetings in a professional, organized, and caring manner.
• Present and explain all funeral, cremation, and memorial options, ensuring families make informed decisions aligned with their needs and preferences.
• Complete all required documentation, including contracts, applications, and vital records, and ensure accuracy and legal compliance.
• Obtain required signatures, collect initial payments, and establish approved payment plans when applicable.
• Maintain complete and accurate preneed files, including copies of contracts, insurance documents, acceptance letters, and correspondence.
• Use consultative, needs-based planning techniques to help families explore wishes, priorities, and budgets.
• Educate families on insurance-funded and trust-funded preneed options in compliance with state laws.
• Enter all appointments, leads, and outcomes into CRM timely to maintain accurate pipeline reporting.
• Coordinate appointments and communication with funeral home leadership to ensure a seamless family experience.
• Proactively generate leads through community engagement, seminars, referrals, and social media or direct mail campaigns.
• Schedule, prepare, and present Preneed Seminars at senior centers, churches, veteran organizations, and other community groups.
• Establish and maintain relationships with community partners and referral sources to expand awareness of Heritage’s preneed services.
• Follow up promptly on all leads and inquiries to schedule appointments and provide education on planning ahead.
• Develop and execute a monthly outreach plan including seminars, workshops, referral visits, and digital engagement.
• Collaborate with Marketing on materials, campaigns, and educational content.
• Track outreach activities and measure effectiveness to meet performance goals.
• Represent Heritage Family at community events and networking functions to strengthen brand presence.
• Provide compassionate aftercare support to families following funeral services.
• Deliver aftercare materials or keepsakes and maintain meaningful contact with families.
• Conduct follow‑up calls or visits to discuss prearrangement opportunities, document interest, and schedule future appointments.
• Maintain sensitivity and professionalism when discussing preplanning following a loss.
• Implement the structured Aftercare Follow‑Up Program, documenting each contact point.
• Identify families who may benefit from grief resources or community programs and provide appropriate referrals.
• Maintain a rolling 90‑day pipeline of aftercare and preneed opportunities with consistent nurturing.
• Ensure smooth and sensitive transition from bereavement support to future care planning discussions
• Maintain accurate records in CRM and preneed tracking systems, including lead activity, appointments, and sales outcomes.
• Support preneed audits and compliance reviews as required by management or regulatory bodies.
• Adhere to all company policies, licensing regulations, and ethical standards for preneed sales and insurance.
• Participate in team meetings, ongoing training, and professional development opportunities.
• Ensure all insurance applications, trust forms, disclosures, and state‑required documents are completed accurately and submitted within required timeframes.
• Stay current on all licensing requirements and regulatory changes affecting preneed sales.
• Protect personal, financial, and health‑related family information with strict confidentiality.
• Monitor reserve balances and payment plans to ensure families are informed and policies remain in good standing.
• Meet monthly appointment, outreach and sales goals established by leadership.
• Ensure timely, accurate CRM documentation and compliance submissions.
• Maintain strong family satisfaction scores and uphold Heritage service standards.
• Meetings and teamwork skills to support a caring, compliant sales environment.

Skills

Sales experience

CRM proficiency

Communication skills

Public speaking

Tools

CRM software

Job description

Heritage Family Funeral Services, Inc. is seeking a Future Care Advisor to guide families through preneed and aftercare options with compassion and professional guidance.

You will educate families on funeral, cremation, and memorial choices, manage a structured sales pipeline, and build community relationships to grow Heritage’s preneed services. The role emphasizes empathetic client service, CRM documentation, and the ability to present seminars to diverse groups, with flexible hours including