Advanced Funeral Planning Specialist

4 weeks ago


Boston, Massachusetts, United States Financial Services Company Full time
Job Overview

True North Trust is seeking a compassionate and detail-oriented Advanced Funeral Planning Professional to join our team. As a key member of our team, you will play a vital role in supporting individuals and families through the process of advanced cemetery and funeral planning.

Key Responsibilities:

  • Assist families in selecting burial and funeral options and memorialization.
  • Perform essential administrative duties, including customer service, paperwork management, and CRM software updates.
  • Engage with and present to community groups and the public, enhancing the visibility and mission of local funeral homes.
  • Provide detailed reports on interactions with families, sales achievements, and feedback received.

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 MA Life Insurance, if not already held. A Massachusetts Funeral Directors license is REQUIRED.

About Us:

True North Trust is dedicated to providing comfort and assurance to families facing the future, ensuring their loved ones are remembered and honored in the best way possible.



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