Funeral Director - Advance Planning
About The Position
The Advance Planning Funeral Director serves client families by making pre-need arrangements, with an emphasis on community engagement and advance-planning services. The role serves families across multiple communities centered around various locations, provides personalized service, generates revenue for the location, and acts as a primary contact for families. The position involves prospecting, developing community and civic relationships, obtaining referrals, presenting advance-planning services, and maintaining activity levels. It also requires responding to family inquiries, understanding individual needs, following up on requests, and building trust-based relationships to educate families about the benefits of pre-planning. The Advance Planning Funeral Director works with funeral directors, location managers, and other funeral home or cemetery staff to provide coordinated service. The role connects families’ at-need services and aftercare with future planning, reviews prior services and contacts, and shares family concerns with the team.
Requirements
- High school diploma or equivalent.
- One to two years of college, or an equivalent combination of education and experience.
- Current state- or province-issued driver's license with an acceptable driving record.
- State Funeral Directors License and Funeral Directors License.
- Ability to pass the Company's internal presentation certification within 30 days of hire.
- Ability to work some evenings and/or weekends each month.
- Ability to drive frequently.
- Ability to obtain and maintain an insurance license if required by state or province.
- Flexible hours, with the ability at times to work up to 12 hours in a day.
- Ability to treat others with empathy and respect.
- Knowledge of computers and some software.
- Customer service skills.
Nice To Haves
- One to two years of customer service or sales industry experience.
Responsibilities
- Prospect for 1–2 hours each day and maintain and track activity levels to ensure productivity.
- Obtain referrals from families served by the location and build community and civic relationships.
- Explain and present advance-planning services to families served and referred families.
- Respond to client inquiries in a timely, respectful, sensitive, and professional manner.
- Listen to families, communicate honestly, understand their unique needs, and offer valuable solutions.
- Stay in touch with families to ensure satisfaction and follow through on customer problems and requests.
- Prepare for appointments and perform procedures professionally and with attention to detail.
- Build trust-based relationships and seek referrals by educating families about pre-planning benefits.
- Coordinate with funeral directors, location managers, and funeral home or cemetery staff to provide seamless, high-quality service.
- Review previous services and family contacts to prepare for current needs or sales, and share family concerns with the SCI team.
- Maintain continuity from services provided at need, through aftercare, to future family protection services.
Benefits
- Medical, dental, and vision coverage.
- Flexible Spending Accounts for health care and dependent care.
- Health Savings Account with Company contribution.
- Short-term disability.
- Long-term disability.
- Life insurance.
- Voluntary Accidental Death or Dismemberment Insurance.
- Dependent life insurance.
- SCI 401(k) Retirement Savings Plan with Company match.
- Employee Assistance Program.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
