What are the responsibilities and job description for the Advance Planning Specialist - Columbus, OH position at Newcomer Funeral Service Group?
At Newcomer, advance planning is about more than arrangements, it’s about helping families feel prepared, confident, and at peace. As an Advance Planning Specialist serving families in the northeast Columbus community, you’ll guide individuals and families through thoughtful pre need funeral and cremation planning at a time when clarity and compassion matter most.
This is a sales focused role for someone who thrives on building relationships, earning trust, and helping families make informed decisions. You’ll represent our funeral home in the community, meet families where they are, both emotionally and practically, and use company provided tools to build your own pipeline of leads and referral partnerships.
What You’ll Do
- Meet with families to arrange advance funeral and cremation plans with care, professionalism, and empathy
- Educate families on services and merchandise, helping them make decisions that reflect their wishes and values
- Actively build and manage a personal lead pipeline through community outreach, referrals, and follow up
- Partner with local organizations and referral networks to expand awareness of advance planning options
- Use CRM systems, reporting tools, and other technology to track activity and drive sales performance
- Support a welcoming, organized, and professional funeral home environment in accordance with all state, local, and company standards
What We’re Looking For
- A strong communicator who treats families, colleagues, and community members with dignity and respect
- A sales motivated professional who is comfortable working toward goals and earning commission
- High school diploma required; associate’s degree or higher in a related field preferred
- At least one year of experience in advance planning, sales, insurance, or a related role
- Licensed insurance agent or the ability to obtain required insurance licenses
- Solid computer and office skills, strong organization, and close attention to detail
- A genuine desire to help people plan ahead and feel confident in their decision
Compensation & Benefits
This position offers a base salary plus commissions and bonuses, along with a comprehensive benefits package. Our most successful Advance Planning Specialists are those who combine empathy with initiative and take ownership of their personal performance and growth.