Now Hiring - Heritage Operating, LLC. - Future Care Advisor/Pre-Need in Norwalk, CA

Full description of the position

Job Overview: The Future Care Advisor plays a vital role in serving families before and after the time of need by providing compassionate guidance and professional expertise in prearrangement and aftercare services. This position is responsible for educating families on available options, coordinating preneed and aftercare programs, maintaining relationships within the community, and ensuring compliance with company and regulatory standards. This role also supports families by guiding them through future care options, benefits, and funding mechanisms, using a consultative and relationship-based approach. The Advisor manages a structured pipeline, builds long-term relationships, and collaborates with funeral home leadership to meet community and business goals Responsibilities: Family Arrangements and Preneed Sales * Conduct preneed and at-need family meetings in a professional, organized, and caring manner. * Present and explain all funeral, cremation, and memorial options, ensuring families make informed decisions aligned with their needs and preferences. * Complete all required documentation, including contracts, applications, and vital records, and ensure accuracy and legal compliance. * Obtain required signatures, collect initial payments, and establish approved payment plans when applicable. * Maintain complete and accurate preneed files, including copies of contracts, insurance documents, acceptance letters, and correspondence. * Use consultative, needs-based planning techniques to help families explore wishes, priorities, and budgets. * Educate families on insurance-funded and trust-funded preneed options in compliance with state laws. * Enter all appointments, leads, and outcomes into CRM timely to maintain accurate pipeline reporting. * Coordinate appointments and communication with funeral home leadership to ensure a seamless family experience. The Future Care Advisor must meet the following qualifications and requirements: * Demonstrated ability to communicate with compassion, empathy, and professionalism. * Proven success in sales, relationship building, or customer service roles, preferably in funeral, insurance, or related industries. * Strong organizational, administrative, and follow-up skills with attention to detail. * Ability to work independently and manage multiple priorities effectively. * Ability to follow a structured sales process and utilize CRM tools effectively. * Comfort presenting to groups and facilitating educational workshops. * Experience discussing insurance or financial products preferred. * Valid state insurance license (if required) and valid driver's license. * Willingness and availability to work evenings and weekends and holidays. * Must successfully pass a background check and possess a valid driver's license with a clean driving record. Must maintain insurability under company vehicle use policies. * Bilingual is preferred Join Heritage Family as a Future Care Advisor and be part of a supportive team dedicated to providing quality funeral and cemetery services. We offer competitive benefits, advancement opportunities, and a fulfilling career path within our expanding network. Experience the rewarding opportunity of helping families honor their loved ones with dignity and respect. Apply now to make a meaningful difference in people's lives. Job Type: Full-time Pay: $0.01 - $50,000.00 per year Benefits: * 401(k) * Dental insurance * Flexible schedule * Health insurance * Paid time off * Vision insurance License/Certification: * Insurance Producer License (Preferred) * Life Insurance License (Preferred) Ability to Commute: * Norwalk, CA 90650 (Preferred) Work Location: In person