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.