Licensed Funeral Director, Care Advisor

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

📋 Description

• Follow up with families who show interest or request additional information.

• Oversee pre-need family consultations and guide families through consultative discussions.

• Process prepaid arrangements via Homesteaders.

• Conduct phone and video consultations for individuals as well as groups of family members.

• Clearly and empathetically explain soil transformation.

• Enroll families in funeral funding plans and assist with pre-need arrangements using life insurance.

• Support imminent and immediate arrangements that sign up directly.

• Collaborate with colleagues on team performance objectives.

• Manage an active pipeline of over 1,000 leads each month.

• Adhere to established sales processes, communication frameworks, and messaging guidelines.

• Participate in daily metric assessments, call transcript evaluations, and coaching sessions.

• Cover scheduled evening, weekend, and holiday shifts.

• Utilize HubSpot, softphone dialers, Slack, and Google Workspace.

• Maintain precise enrollment records, contracts, payment or funding setups, and state-specific disclosure documents.

⛳️ Requirements

• Active funeral director license and mortuary school certificate.

• Experience in guiding families through arrangement discussions—whether pre-need, at-need, or both.

• Genuine comfort with CRM systems, dialers, calendars, video calls, and shared documentation software.

• Strong reading comprehension and the ability to learn independently from written process documents.

• Confidence in conducting video calls with multiple family members at once.

• Professional audio and video setup is essential.

• A dedicated, quiet, and private workspace is required.

• Reliable high-speed internet connection.

• Availability for rotating evening, weekend, and holiday shifts.

• Current life insurance license is preferred but not mandatory to start.

• Experience in quota-carrying or high-volume calling is preferred.

• Legally authorized to work in the United States.

• Ability to work without current or future employment visa sponsorship.

🏝️ Benefits

• Equity.

• Commission potential ranging from $40K to $100K.

• Company-funded life insurance licensing during the first year.

• Health coverage.

• Paid time off.

• Company holidays.

• 401(k) retirement plan.

• Professional development opportunities.

• Remote work arrangement.