Preneed Care Advisor — Compassionate Family Sales

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

Job summary

Heritage Operating, LLC is seeking a Future Care Advisor in Lawrenceville, GA to guide families through preneed and aftercare options with compassion and expertise. You will educate families, coordinate preneed and aftercare programs, and build long-term community relationships within a structured CRM pipeline.

The role focuses on educating families, coordinating with funeral home leadership, and meeting community goals through proactive outreach and seminars.

Qualifications

• Strong communication with compassion and professionalism.
• Sales, relationship-building or customer-service background.
• Ability to handle multiple priorities and stay organized.
• Willingness to work evenings, weekends and holidays.
• Valid state insurance license and driver’s license.
• Background check clearance required.

Responsibilities

• Lead preneed and at-need family meetings with empathy.
• Explain funeral, cremation, and memorial options to families.
• Manage contracts, applications, and CRM entries with accuracy and compliance.
• Coordinate appointments with funeral home leadership for a seamless family experience.
• Generate leads through community events and seminars.
• Provide aftercare support and follow-up with families.
• Maintain accurate CRM records and compliance.

Skills

Compassionate communication

Sales experience

CRM proficiency

Public speaking

Organizational skills

Team collaboration

Emotional resilience

Growth mindset

Education

Insurance license (state, if required)

Tools

Funeral management software

Microsoft Office Suite

Job description

Heritage Operating, LLC is seeking a Future Care Advisor in Lawrenceville, GA to guide families through preneed and aftercare options with compassion and expertise. You will educate families, coordinate preneed and aftercare programs, and build long-term community relationships within a structured CRM pipeline.

The role focuses on educating families, coordinating with funeral home leadership, and meeting community goals through proactive outreach and seminars.