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Advanced Planning Specialist

1 month ago

Pittsburgh, Pennsylvania, United States Financial Services Company Full time
Job OverviewAt our company, we believe that preplanning is a vital aspect of ensuring one's final wishes are honored. As an Advanced Planning Professional, you will play a crucial role in providing families with peace of mind by guiding them through the process of advanced cemetery and funeral planning. Key Responsibilities
  • Assisting families in selecting burial and funeral options, memorialization, and understanding all cemetery guidelines.
  • Performing essential administrative duties, including customer service, paperwork management, and CRM software updates.
  • Engaging with community groups and the public, enhancing the visibility and mission of our company.
  • Providing detailed reports on interactions with families, sales achievements, and feedback received.
What We Offer
  • A flexible schedule that includes the potential for evenings and weekends, tailored to suit your lifestyle.
  • Comprehensive training to bolster your success, with a commission-based structure that directly influences your earning potential.
  • Comprehensive benefits, including health, dental, vision, and life insurance, along with a 401K plan offering a 5% match and earned paid time off.
Requirements
  • Compassionate individuals with or without direct pre-planning experience.
  • Sales professionals seeking a more meaningful application of their skills.
  • Self-motivated and independent workers with excellent communication skills and a professional demeanor.
  • Candidates ready to obtain PA Life Insurance and Cemetery Sales Licenses, if not already held. A Pennsylvania Funeral Directors license is preferred but not essential.