Preneed & Aftercare Advisor — Compassionate Sales Lead

Heritage Operating LLC; Harlem (GA); On-site; USD 60,000 - 120,000; Full time

Job summary

Heritage Operating, LLC in Harlem, GA seeks a Future Care Advisor to guide families through preneed and aftercare options with compassion and expertise. You will educate clients, coordinate programs, and build relationships within the community to meet care goals.

This full-time role requires strong sales skills, CRM proficiency, and the ability to present options clearly. You’ll manage a structured pipeline, conduct seminars, and collaborate with funeral home leadership to deliver a seamless,

Qualifications

• Excellent communication with compassion and professionalism.
• Sales, relationship-building, or customer service success.
• Strong organizational and follow-up skills.
• Willingness to work evenings, weekends, holidays.

Responsibilities

• Conduct preneed and at-need family meetings in a professional, organized, and caring manner.
• Present and explain all funeral, cremation, and memorial options, ensuring families make informed decisions.
• Maintain complete and accurate preneed files and ensure compliance.
• Enter appointments and outcomes into CRM to maintain pipeline reporting.
• Coordinate with funeral home leadership to ensure a seamless family experience.

Skills

Sales experience

Communication skills

CRM proficiency

Public speaking

Organizational skills

Tools

CRM software

Microsoft Office Suite

Job description

Heritage Operating, LLC in Harlem, GA seeks a Future Care Advisor to guide families through preneed and aftercare options with compassion and expertise. You will educate clients, coordinate programs, and build relationships within the community to meet care goals.

This full-time role requires strong sales skills, CRM proficiency, and the ability to present options clearly. You’ll manage a structured pipeline, conduct seminars, and collaborate with funeral home leadership to deliver a seamless,