The Advance Planning Funeral Director manages pre-need arrangements, builds relationships with families, and generates revenue through community engagement and referrals.
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The Advance Planning Funeral Director is accountable for serving client families by making pre-need arrangements with a focus on community engagement and advance-planning services. This role is responsible for serving families across multiple communities centered on various locations and provides exemplary personalized service. This role plays an essential role in generating revenue for the location as well as acting as the primary contact for families.
JOB RESPONSIBILITIES
Lead Generation
- Holds self-accountable for prospecting a minimum of 1-2 hours each day
- Obtains referrals from families served by the location
- Networks and builds community and civic relationships
- Explains and presents presentations to families served and referred families
- Maintains and tracks activity levels to ensure productivity
Build Relationships with Families
- Responds to client inquiries in a timely, respectful, sensitive and professional manner
- Connects with families through listening, honest communication and genuine concern
- Develops an understanding of each family’s unique needs and offers solutions that provide value to them
- Stays in touch with families to ensure satisfaction
- Prepares for all appointments and performs all procedures with professionalism and attention to detail
- Follows through on all customer problems and requests
- Builds trust-based relationships to earn the right to ask for referrals
- Earns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning
Teamwork
- Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future
- Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service
- Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales
- Shares family concerns with rest of the SCI team
MINIMUM REQUIREMENTS
Education
- High school diploma or equivalent
- 1-2 years of college or an equivalent of education and experience
Experience
- High school equivalency and 1-2 years of college or an equivalent of education and experience
- 1-2 years of customer service or sales industry experience preferred
Licenses
- Current state/province issued driver’s license with an acceptable driving record
- Insurance license if required by state/province law and as prescribed by each state board
- State Funeral Directors License
- Funeral Directors License
Knowledge, Skills and Abilities
- Must be able to pass the Company’s internal presentation certification within thirty days of hire
- Ability to work a number of evenings and or weekends every month
- Ability to drive frequently
- Ability to obtain and maintain an insurance license if required by state/province
- Flexible hours but, at times must have the ability 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
Medical Dental Vision
Flexible Spending Accounts (health care and dependent care)
*Health Savings Account with Company Contribution
Sick Leave 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
#SCI
Postal Code: 06053
Category (Portal Searching): Sales
Job Location: US-CT - New Britain
Top Skills
Computer Skills
Customer Service Skills
Presentation Skills
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The Advance Planning Funeral Director engages with families to handle pre-need arrangements, focusing on relationship-building and community networking to generate business.
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