Preplanning & Community Outreach Advisor

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

Job summary

NorthStar Memorial Group in San Diego, CA is seeking a Community Development Advisor for Pre-Need Planning of Cemetery & Funeral Services. You will educate families, build trust, and guide them through personalized preplanning decisions with professionalism and heart.

Responsibilities include forming relationships with community groups, conducting educational seminars, scheduling 10–12 pre-need appointments weekly, guiding families through product presentations, and maintaining accurate

Qualifications

• Strong organizational skills and attention to detail.
• Ability to manage time independently and stay disciplined in daily prospecting.
• Valid driver’s license and reliable transportation.
• Willingness to learn regulations related to cemetery and funeral professions.

Responsibilities

• Build meaningful relationships with churches, civic groups, veteran organizations, hospice partners and senior living communities.
• Schedule and conduct educational preplanning seminars aligned with program standards.
• Set appointments and guide families through personalized preplanning and product presentations.
• Provide professional and welcoming park tours.
• Prospect daily via seminars, web leads, file reviews, events and community outreach.
• Schedule 10–12 qualified pre-need appointments per week and track activity in CRM.
• Respond to phone inquiries and follow up professionally.
• Maintain accurate, timely contract paperwork and required documentation.
• Track performance metrics and refine approach.
• Stay current on veteran and Social Security benefits and end-of-life planning matters.
• Deliver world-class service with a positive attitude and proactive mindset.
• Participate in ongoing training with sales and regional leadership.

Skills

Relationship building

Prospecting

CRM management

Time management

Attention to detail

Organization

Education

High school diploma or equivalent

Job description

NorthStar Memorial Group in San Diego, CA is seeking a Community Development Advisor for Pre-Need Planning of Cemetery & Funeral Services. You will educate families, build trust, and guide them through personalized preplanning decisions with professionalism and heart.

Responsibilities include forming relationships with community groups, conducting educational seminars, scheduling 10–12 pre-need appointments weekly, guiding families through product presentations, and maintaining accurate