Description
Pre-Arrangement Advisor role focused on converting company-provided leads into sales through in-person family meetings and preplanning seminars, with some remote selling as needed. The position requires maintaining customer relationships, using Salesforce or another CRM daily, attending sales calls and training, reporting sales activity, and following industry compliance. Candidates need a high school diploma or equivalent, a funeral director license in specific states, and a mix of B2C inside/home/remote sales and transferable experience, along with strong communication, customer service, organization, and self-management skills.
