Pre-Need Planning & Community Outreach Advisor

nsmg

Trinity (FL)

On-site

USD 50,000 - 80,000

Full time

3 days ago
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Job summary

NorthStar Memorial Group seeks a Community Development Advisor at Trinity Memorial Gardens in Trinity, FL for Pre-Need Planning of cemetery and funeral services. You will educate families, build trust, and guide thoughtful preplanning decisions with professionalism and heart.

You will cultivate relationships with local organizations, lead educational seminars, schedule appointments, and guide families through personalized preplanning and product presentations, while maintaining CRM records and

Qualifications

  • High school diploma or equivalent.
  • Valid drivers license and reliable transportation.
  • Willingness to learn regulations related to cemetery and funeral profession.
  • Strong organizational skills and attention to detail.
  • Ability to prospect and present to groups.

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.
  • 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, events, and 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 contract paperwork and required documentation.
  • Track performance metrics and refine approach.
  • Stay current on veteran benefits and end-of-life planning considerations.
  • Deliver world-class service with a positive attitude and proactive mindset.
  • Participate in ongoing training with sales and leadership.

Skills

Relationship-building
Sales/prospecting
Public speaking/presentations
CRM management
Time management

Education

High school diploma or equivalent

Tools

CRM software

Job description

NorthStar Memorial Group seeks a Community Development Advisor at Trinity Memorial Gardens in Trinity, FL for Pre-Need Planning of cemetery and funeral services. You will educate families, build trust, and guide thoughtful preplanning decisions with professionalism and heart.

You will cultivate relationships with local organizations, lead educational seminars, schedule appointments, and guide families through personalized preplanning and product presentations, while maintaining CRM records and

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