Pre-Need Community Outreach & Sales Advisor

Northstar-Memorial-Group; Nashville (TN); On-site; USD 45,000 - 65,000; Full time

Job summary

Responsibilities include building community relationships with churches and veteran groups, performing seminars, completing contract paperwork, and maintaining CRM records. The role requires strong customer service and daily prospecting to meet weekly appointment targets.

Qualifications

• High school diploma or equivalent required.
• Valid driver’s license and satisfactory driving record.
• Reliable transportation required.
• Knowledge of federal, state and local cemetery/funeral regulations.

Responsibilities

• Actively builds relationships in the community to educate and guide families in their preplanning decisions.
• Excels in setting appointments, giving preplanning guides, and product presentations.
• Provides professional park tours of locations within their area.
• Completes paperwork timely, neatly and accurately for contract processing.
• Tracks all sales activity and CRM-based follow-up.
• Uses CRM to track contacts and ensure professional follow-up.
• Contacts new and existing customers to discuss product/service needs.
• Prospects daily via multiple methods including cold calling, door knocking, mailers, seminars, and outside events.
• Delivers world class customer service with a positive attitude.
• Keeps current on veteran benefits, social security, end of life decisions, etc.
• Builds relationships with churches, civic groups, veteran organizations, hospice, senior living, etc., scheduling pre-need seminars.
• Works multiple prospecting avenues per NorthStar’s sales playbook.
• Schedules 10–12 pre-need appointments weekly and records in CRM.
• Answers inquiries about cemetery products and services pre-need planning.
• Attends training programs with sales leaders and regional leadership.

Skills

Relationship building

Appointment setting

Product presentation

CRM usage

Prospecting

Customer service

Public speaking

Education

High School Diploma or equivalent

Tools

CRM

Job description

Responsibilities include building community relationships with churches and veteran groups, performing seminars, completing contract paperwork, and maintaining CRM records. The role requires strong customer service and daily prospecting to meet weekly appointment targets.