Pre-Need Planner & Community Outreach Advisor

Northstar-Memorial-Group; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

NorthStar Memorial Group seeks a Community Development Advisor for Restland Funeral Home, Cemetery and Crematory in Dallas, TX. The role focuses on pre-need planning, educating families, and guiding them through personalized cemetery and funeral options.

You will build trust in the community, schedule educational seminars, set appointments, give park tours, and actively prospect through multiple channels while maintaining accurate contract records and performance metrics.

Qualifications

• A high school diploma or equivalent.
• A valid driver’s license and reliable transportation.
• A satisfactory driving record.
• Working knowledge of federal, state, and local cemetery and funeral regulations.
• Strong organizational skills and attention to detail.
• The ability to manage time independently and stay disciplined in daily prospecting.

Responsibilities

• Build relationships with churches, civic groups, veteran organizations, hospice partners, senior living communities, and other local organizations.
• Schedule and conduct educational preplanning seminars in alignment with NorthStar Memorial Group’s program.
• Confidently set appointments and guide families through personalized preplanning and product presentations.
• Provide professional and welcoming park tours.
• Prospect daily through seminars, web leads, file reviews, outside events, and community outreach.
• Schedule 10–12 qualified pre-need appointments per week and track activity in CRM.
• Respond to phone inquiries and follow up professionally.
• Maintain accurate, timely contract paperwork and required documentation.
• Track performance metrics and refine approach.
• Stay current on veteran benefits, Social Security benefits, and other end-of-life planning considerations.
• Deliver world-class service with a positive attitude and a 'whatever it takes' mindset.
• Participate in ongoing training with sales and regional leadership.

Skills

Relationship building

Prospecting

Time management

Organizational skills

Communication

Education

High school diploma or equivalent

Job description

NorthStar Memorial Group seeks a Community Development Advisor for Restland Funeral Home, Cemetery and Crematory in Dallas, TX. The role focuses on pre-need planning, educating families, and guiding them through personalized cemetery and funeral options.

You will build trust in the community, schedule educational seminars, set appointments, give park tours, and actively prospect through multiple channels while maintaining accurate contract records and performance metrics.