Pre-Need Planning & Community Advocate

NorthStar Memorial Group; San Mateo (CA); On-site; USD 55,000 - 120,000; Full time

Job summary

NorthStar Memorial Group is seeking a Community Development Advisor at Skylawn Funeral Home, Crematory and Memorial Park to guide families through pre-need cemetery and funeral planning.

The role focuses on educating families, building trust, and scheduling 10–12 pre-need appointments weekly while conducting seminars and tours. A high school diploma and a valid driver’s license are required, with strong organizational skills and CRM usage valued.

Qualifications

• High school diploma or equivalent.
• Willingness to learn regulations related to cemetery and funeral professions.
• Strong organizational skills and attention to detail.
• Ability to manage time independently and prospect daily.

Responsibilities

• Build meaningful 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’s program.
• Confidently set appointments and guide families through preplanning and product presentations.
• Provide professional and welcoming park tours.
• Prospect daily through seminars, web leads, file reviews, 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 contract paperwork and required documentation.
• Track performance metrics and refine approach.
• Stay current on veteran benefits and other end-of-life planning considerations.
• Deliver world-class service with a positive mindset and “whatever it takes” mindset.
• Participate in ongoing training with sales and regional leadership.

Skills

Relationship building

Prospecting

Seminar facilitation

CRM experience

Time management

Education

High school diploma

Tools

CRM software

Job description

NorthStar Memorial Group is seeking a Community Development Advisor at Skylawn Funeral Home, Crematory and Memorial Park to guide families through pre-need cemetery and funeral planning.

The role focuses on educating families, building trust, and scheduling 10–12 pre-need appointments weekly while conducting seminars and tours. A high school diploma and a valid driver’s license are required, with strong organizational skills and CRM usage valued.