Pre-Planning Advisor

S.E. Combined Services of Florida; Houston (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Service Corporation International (SCI) in Houston, TX seeks a Family Service Counselor to assist client families by arranging at-need cemetery services and selling pre-need plans. You will generate leads, build lasting relationships with families, and collaborate with funeral directors to ensure compassionate, high-quality service.

Responsibilities include prospecting, presenting options, following up on inquiries, and maintaining thorough records.

Qualifications

• Must be able to pass the Company's internal presentation certification within thirty days of hire.
• Availability to work evenings and weekends every month.
• Willingness to drive frequently.
• Ability to obtain and maintain an insurance license if required by state laws.
• Flexible hours and potential 12-hour days.
• Ability to treat others with empathy and respect.
• Knowledge of computers and some software.
• Customer service or sales experience preferred.

Responsibilities

• Prospect for leads a minimum of 1-2 hours daily and obtain referrals.
• Explain and present funeral and pre-need options to families.
• Build trust-based relationships and follow up on referrals and inquiries.
• Collaborate with funeral directors and staff to ensure seamless, high-quality service.
• Prepare for appointments with attention to detail and professionalism.
• Maintain records of activities and outcomes for productivity tracking.
• Support families through the process and educate on pre-planning benefits.

Skills

Customer service

Sales

Communication

Empathy

Networking

Time management

Education

High school diploma or equivalent

1-2 years of college or equivalent

Tools

Computer skills

Job description

Our associates celebrate lives. We celebrate our associates.

Accountable for serving client families by making at need cemetery arrangements, and selling pre-need arrangements. The Family Service Counselor serves families by providing exemplary personalized service and plays an essential role in generating revenue for the cemetery as well as acting as the primary contact for families.

Job Responsibilities

Lead Generation

• Holds self-accountable for prospecting a minimum of 1-2 hours each day
• Obtains referrals from families served by the location
• Networks and builds community and civic relationships
• Explains and presents presentations to families served and referred families
• Maintains and tracks activity levels to ensure productivity

Build Rel a tion s hi ps with Families

• Responds to client inquiries in a timely, respectful, sensitive and professional manner
• Connects with families through listening, honest communication and genuine concern
• Develops an understanding of each family's unique needs and offers solutions that provide value to them
• Stays in touch with families to ensure satisfaction
• Prepares for all appointments and performs all procedures with professionalism and attention to detail
• Follows through on all customer problems and requests
• Builds trust-based relationships to earn the right to ask for referrals
• Earns the right to gain referrals to offer protection to protect family members, and the family's relatives and friends, by educating them on the benefits of pre-planning

Teamwork

• Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future
• Collaborates and teams w i th funeral directors, location managers, and other members of funeral home and office cemetery staff, to provide seam l ess, high qua l ity service
• Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales
• Shares family concerns with rest of the SCI team

Minimum Requirements

Education

• High school diploma or equivalent
• 1-2 years of college or an equivalent of education and experience

Experience

• High school equivalency and 1-2 years of college or an equivalent of education and experience
• 1-2 years of customer service or sales industry experience preferred

Licenses

• Current state/province issued driver's license with an acceptable driving record
• Insurance license if required by state/province law and as prescribed by each state board

Knowledge, Skills and Abilities

• Must be able to pass the Company's internal presentation certification within thirty days of hire
• Ability to work a number of evenings and or weekends every month
• Ability to drive frequently
• Ability to obtain and maintain an insurance license if required by state/province
• Flexible hours but, at times must have the ability to work up to 12 hours in a day
• Ability to treat others with empathy and respect
• Knowledge of computers and some software
• Customer service skills

Postal Code: 77019

Category (Portal Searching): Sales

Job Location: US-TX - Houston