Pre-Need Planning & Community Engagement Advisor

NorthStar Memorial Group; Dallas (TX); Hybrid; USD 52,000 - 76,000; Full time

Job summary

NorthStar Memorial Group is seeking a Community Development Advisor at Restland Funeral Home, Cemetery and Crematory in Dallas, TX for Pre-Need Planning of Cemetery & Funeral Services. You will build relationships with local organizations, educate families on preplanning options, and guide them through personalized plans for cemetery property, merchandise, and services.

You will schedule educational seminars, set 10-12 qualified pre-need appointments weekly, and track activity in CRM while

Qualifications

• High school diploma or equivalent is required.
• Valid driver’s license and reliable transportation are required.
• Satisfactory driving record.
• Willingness to learn regulations related to cemetery and funeral profession.
• 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 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 a variety of methods including 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 consistently.
• Maintain accurate, timely contract paperwork and documentation.
• Track performance metrics and refine approach.
• Stay current on veteran benefits, Social Security benefits, and 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

CRM management

Time management

Communication

Education

High school diploma

Valid driver’s license

Satisfactory driving record

Job description

NorthStar Memorial Group is seeking a Community Development Advisor at Restland Funeral Home, Cemetery and Crematory in Dallas, TX for Pre-Need Planning of Cemetery & Funeral Services. You will build relationships with local organizations, educate families on preplanning options, and guide them through personalized plans for cemetery property, merchandise, and services.

You will schedule educational seminars, set 10-12 qualified pre-need appointments weekly, and track activity in CRM while