Advance Funeral Planner

Vertin•Port Washington, WI

1d•Hybrid

About The Position

Ballhorn Chapels and Zimmer Westview Funeral Homes are seeking a compassionate, driven Family Services Advisor to serve families across the Sheboygan area and surrounding communities. This is a meaningful, relationship-centered role — one where your work directly helps families find peace of mind by planning and funding their final arrangements in advance. If you're someone who leads with empathy, thrives in one-on-one conversations, and wants work that matters, this role offers both purpose and strong earning potential.

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

Nice To Haves

Defined local territory - you'll build lasting relationships in a community that knows and trusts our names
Performance-based compensation - your earning potential is directly tied to your effort and results, with no cap on what you can achieve
Flexible, self-directed schedule - you manage your time and prioritize your own book of business
Built-in lead support - you won't be starting from scratch. You'll benefit from referrals and warm introductions generated through our established funeral home network, as well as support from external community partners, senior care organizations, and estate planning professionals who share our commitment to serving families
Licensing support - we'll support you in obtaining your Life Insurance License within 30 days of hire
Purpose-driven work - every conversation you have helps a family avoid uncertainty during one of life's hardest moments

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
Manage your own schedule and territory with autonomy and accountability
Accurately complete all required documentation and compliance requirements