Compassionate Preneed & Aftercare Advisor

Heritage Operating LLC; Greenfield Heights (TN); Presencial; USD 50.000 - 100.000; Jornada completa

Descripción de la vacante

Heritage Operating LLC is seeking a Future Care Advisor to guide families in prearrangement and aftercare services. You will educate families on options, coordinate preneed programs, and build lasting community relationships with a consultative approach.

The role emphasizes relationship-building, compassionate communication, and adherence to regulatory standards while meeting monthly outreach and appointment targets.

Formación

• Proven success in sales, relationship building, or customer service roles.
• Strong organizational and follow-up skills with attention to detail.
• Ability to follow a structured sales process and utilize CRM tools.

Responsabilidades

• Lead preneed and at-need family meetings in a professional, organized, and caring manner.
• Present and explain funeral, cremation, and memorial options to families.
• Maintain CRM records and complete required documentation with accuracy and timeliness.
• Coordinate appointments and communication with funeral home leadership for a seamless family experience.
• Conduct Preneed Seminars at community venues and develop a monthly outreach plan.

Conocimientos

Sales experience

CRM familiarity

Communication skills

Relationship building

Group presentation

Educación

Insurance license (state)

Herramientas

CRM software

Microsoft Office

Descripción del empleo

Heritage Operating LLC is seeking a Future Care Advisor to guide families in prearrangement and aftercare services. You will educate families on options, coordinate preneed programs, and build lasting community relationships with a consultative approach.

The role emphasizes relationship-building, compassionate communication, and adherence to regulatory standards while meeting monthly outreach and appointment targets.