Advance Planning Specialist - Columbus, OH

Newcomer Funeral Service Group•Minerva Park, OH

1d•Onsite

About The Position

At Newcomer, advance planning is about more than arrangements, it’s about helping families feel prepared, confident, and at peace. As an Advance Planning Specialist serving families in the northeast Columbus community, you’ll guide individuals and families through thoughtful pre need funeral and cremation planning at a time when clarity and compassion matter most. This is a sales focused role for someone who thrives on building relationships, earning trust, and helping families make informed decisions. You’ll represent our funeral home in the community, meet families where they are, both emotionally and practically, and use company provided tools to build your own pipeline of leads and referral partnerships.

Requirements

A strong communicator who treats families, colleagues, and community members with dignity and respect
A sales motivated professional who is comfortable working toward goals and earning commission
High school diploma required
At least one year of experience in advance planning, sales, insurance, or a related role
Licensed insurance agent or the ability to obtain required insurance licenses
Solid computer and office skills, strong organization, and close attention to detail
A genuine desire to help people plan ahead and feel confident in their decision

Nice To Haves

associate’s degree or higher in a related field preferred

Responsibilities

Meet with families to arrange advance funeral and cremation plans with care, professionalism, and empathy
Educate families on services and merchandise, helping them make decisions that reflect their wishes and values
Actively build and manage a personal lead pipeline through community outreach, referrals, and follow up
Partner with local organizations and referral networks to expand awareness of advance planning options
Use CRM systems, reporting tools, and other technology to track activity and drive sales performance
Support a welcoming, organized, and professional funeral home environment in accordance with all state, local, and company standards