Compassionate Preneed & Aftercare Advisor

Heritage Operating LLC; Louisville (KY); On-site; USD 60,000 - 100,000; Full time

Job summary

Heritage Operating LLC in Louisville, KY seeks a Future Care Advisor for a full-time, commission-based sales role within our funeral home family.

This position focuses on preneed and aftercare services, educating families, and building lasting relationships through a structured sales process using CRM tools.

Ideal candidates exhibit empathy, strong communication, and flexibility to work evenings, weekends, and travel between locations as needed.

Qualifications

• Demonstrated ability in sales, relationship building, or customer service roles.
• Strong organizational, administrative, and follow-up skills.
• Ability to work independently and manage multiple priorities.
• Willingness to follow a structured sales process and use CRM tools.

Responsibilities

• Lead preneed and at-need family meetings in a professional, organized, and caring manner.
• Present and explain funeral, cremation, and memorial options to families.
• Complete contracts, applications, and vital records with accuracy and compliance.
• Obtain signatures, collect initial payments, and set up payment plans.
• Maintain preneed files and CRM pipeline with timely updates.
• Coordinate with funeral home leadership to ensure a seamless family experience.

Skills

Sales

Relationship building

CRM tools

Communication

Tools

CRM software

Funeral management software

Job description

Heritage Operating LLC in Louisville, KY seeks a Future Care Advisor for a full-time, commission-based sales role within our funeral home family.

This position focuses on preneed and aftercare services, educating families, and building lasting relationships through a structured sales process using CRM tools.

Ideal candidates exhibit empathy, strong communication, and flexibility to work evenings, weekends, and travel between locations as needed.