Pre-Need Planning & Community Outreach Advisor

nsmg; San Diego (CA); On-site; USD 55,000 - 120,000; Full time

Job summary

NorthStar Memorial Group seeks a Community Development Advisor at Greenwood Mortuary, Crematory and Memorial Park in San Diego, CA for pre-need cemetery and funeral planning. You will educate families, build trust, and guide personalized preplanning decisions for cemetery property, merchandise, and services.

The role emphasizes relationship-building, seminars, and outreach, with a focus on proactive appointment setting and superior customer service in a community setting.

Qualifications

• High school diploma or equivalent is required.
• Valid driver’s license and reliable transportation.
• Satisfactory driving record and clean history.
• Familiarity with federal, state, and local cemetery/funeral regulations preferred.
• Strong organizational skills and attention to detail.
• Ability to manage time independently and prospect daily.

Responsibilities

• Build relationships with churches, civic groups, veteran organizations, hospice partners, and senior communities.
• Schedule and conduct educational preplanning seminars.
• Guide families through personalized preplanning and product presentations.
• Provide welcoming park tours to families.
• Prospect daily through seminars, web leads, file reviews, events, and outreach.
• Schedule 10–12 qualified pre-need appointments per week and log activity in CRM.
• Respond to inquiries and follow up professionally.
• Maintain accurate contract paperwork and documentation.
• Track performance metrics and refine approaches.
• Stay informed on veteran and Social Security benefits and end-of-life planning considerations.
• Deliver high-quality service with a proactive, can-do attitude.
• Participate in ongoing training with sales and leadership.

Skills

Relationship building

Prospecting

CRM experience

Time management

Organizational skills

Driver's license

Regulatory knowledge

Education

High school diploma or equivalent

Job description

NorthStar Memorial Group seeks a Community Development Advisor at Greenwood Mortuary, Crematory and Memorial Park in San Diego, CA for pre-need cemetery and funeral planning. You will educate families, build trust, and guide personalized preplanning decisions for cemetery property, merchandise, and services.

The role emphasizes relationship-building, seminars, and outreach, with a focus on proactive appointment setting and superior customer service in a community setting.