Care Advisor – Funeral & End-of-Life Planning

This is a fully remote position, open to applicants in United States.

📋 Description

• Follow up with families who have shown interest or requested additional information.

• Respond promptly, listen attentively, clearly explain the soil transformation process, and assist families in determining if Earth is the right choice for them.

• Manage over 1000 assigned family relationships each month along with related tasks.

• Educate families about the soil transformation process, including the 30–45 day timeline, soil distribution, costs, and how it compares to burial and cremation.

• Accurately complete arrangements, including contracts, payment plans, and state-specific disclosure documents.

• Maintain precise CRM records, call notes, meeting outcomes, fields, and scheduled next steps.

• Adhere to required phrasing in calls and written communications while earning licenses as the company grows.

• Participate in call reviews, feedback sessions, training, and coaching.

• Share effective strategies and supporting data with the team to enhance the playbook.

• Achieve monthly enrollment quotas and performance goals.

• Monitor and enhance response speed, conversion rates, and call quality.

• Complete training, shadowing, independent inbound calls, and progressively handle the full queue within the first 90 days.

• Work Monday through Friday, including approximately one evening shift per week, two weekend days per month, and shared holiday coverage.

⛳️ Requirements

• Sales experience in high-consideration purchases, such as automotive, financial investments, real estate, new home construction, high-end consumer goods, or other family-decision products or services.

• Proven track record of success.

• Comfort with working from talk tracks, templates, and a structured process.

• Comfort receiving coaching on calls.

• Comfort discussing topics of death and grief.

• Strong reading comprehension and clear written communication skills.

• Ability to quickly learn software independently.

• Daily use of HubSpot CRM, VOIP calling tools, Slack, and AI assistants.

• Reliable high-speed internet and a quiet, private space for confidential conversations.

• Availability for evening, weekend, and holiday rotation.

• Trustworthiness when handling sensitive family information without supervision.

• An active life insurance license is not required to start but is necessary for promotion to senior advisor roles.

• Must be legally authorized to work in the United States.

• Must not require employment visa sponsorship, as indicated in the application question.

🏝️ Benefits

• Commission: $40K–$100K.

• Equity.

• Health coverage.

• Paid time off.

• Company holidays.

• 401(k) retirement plan.

• Opportunities for professional development.

• Structured call guides, email templates, objection frameworks, regular call reviews, and dedicated coaching.

• Remote work arrangement.

• Training and ongoing supplemental training.

• Holiday coverage shared across the team.