Advanced Planning Consultant - Filled

  • The primary goal of the Preplanning Consultant is to conduct preplanning arrangements both funded & non-funded as well as participating in the day to day at-need funeral activities.
  • The position has variable hours and a flexible schedule. Work includes pre-determined weekend & evening hours. This a full time position.
  • Pay is based on skills, ability, and performance.

Key Accountabilities

  1. You are paid to provide courteous and sensitive service to our client-families and fellow workers adapting to the desires of each person seeking your help.
  2. Contribute to building a positive and competent workplace team.
  3. Demonstrate care and concern in a professional manner.
  4. Be responsible, reliable and honest.
  5. Educate yourself in our profession.
  6. Complete preplanning arrangements.
  7. Spend 20% of your time with at-need activities.
  8. Obtain and maintain an Iowa Insurance License for Advanced Planning
  9. Help with Hamilton's Academy of Grief & Loss activities.

Key Activities

  1. Interact respectfully and consistently.
  2. Take responsibility - assigned and unassigned.
  3. Complete pre-need arrangements.
  4. Help facilitate pre-need marketing.
  5. Complete pre-need administration.
  6. Help with at-need activities.
  7. Some phone and reception activities.
  8. Complete required reporting.