Advance Funeral Planner

Vertin•Sheboygan, WI

About The Position

Ballhorn Chapels and Zimmer Westview Funeral Homes are seeking a relationship-driven Advance Funeral Planner to serve families in the Sheboygan and surrounding communities. This role blends education, service, and sales to help individuals thoughtfully plan and fund their final arrangements in advance. The right candidate brings empathy, professionalism, and a strong ability to build trust while guiding families through meaningful conversations.

Requirements

2+ years of experience in sales, customer service, or relationship-based roles
Strong communication and presentation skills
Ability to build trust in sensitive and emotional situations
Self-motivated with a goal-oriented mindset
Comfortable working both independently and within a team environment
Ability to obtain a Life Insurance License within 30 days of hire
Valid driver’s license and reliable transportation

Responsibilities

Meet with individuals and families to educate them on advance funeral planning options
Guide families through prearrangement and funding decisions with care and professionalism
Build relationships within the community through events, seminars, and outreach
Generate leads through networking, referrals, and marketing initiatives
Maintain consistent follow-up and communication with prospective families
Achieve individual performance and sales goals
Accurately complete all required documentation and compliance requirements