Sales - Advance Planning Funeral Director

About Milestone Funeral Partners

Milestone Funeral Partners is a growing organization dedicated to serving families with compassion, respect, and professionalism. We partner with funeral homes, cemeteries, and crematories to ensure every family receives the highest level of care and service. Our associates embody our Core Values — compassion, integrity, excellence, and community — as we help families celebrate life and plan for the future.

Position Summary

The Advance Planning Director is responsible for guiding families through the process of pre-arranging funeral, cremation, and memorial services. This position combines the professional expertise of a Licensed Funeral Director and Life Insurance Producer with the relationship-building skills of a trusted advisor. The Advance Planning Director supports families in making informed, meaningful decisions in advance, providing peace of mind and financial security for their loved ones.

This role requires a compassionate, service-oriented professional who can balance empathy with education, professionalism, and compliance. The Advance Planning Director also serves as a community ambassador — fostering awareness of pre-planning services and representing the mission and values of Milestone Funeral Partners within the community.

Enjoy a flexible schedule that meets your needs and the flexibility to work out of any of our Connecticut Funeral Home Locations.

Key Responsibilities

Family Care and Consultation

• Assist families in selecting funeral, cremation, and memorialization options that meet their personal, cultural, and financial needs.
• Educate families on the benefits of advance planning and funding options in a compassionate and professional manner.

Administrative and Compliance Duties

• Complete all required documentation with accuracy and attention to detail, ensuring compliance with state and federal regulations.
• Maintain accurate records, contracts, and client information in the company’s CRM system.
• Manage all paperwork related to insurance-funded prearrangements in accordance with applicable laws and company policy.

Community Engagement and Outreach

• Actively represent the funeral home at community events, senior groups, and civic organizations to promote advance planning education.
• Deliver professional and engaging presentations to small and large groups.
• Build and maintain strong relationships with community partners, clergy, and local organizations.

Reporting and Communication

• Provide regular updates to management on family interactions, sales performance, and community engagement activities.
• Gather and communicate client feedback to help improve service delivery and outreach efforts.

Qualifications

Licenses Required:

• Active Funeral Director’s License in the state of employment (required).
• Active Life Insurance License (required), or ability to obtain license within 60 days of hire.

Experience:

• Prior experience in advance planning or funeral service is preferred but not required.
• Sales or community outreach background strongly desired.

Additional Requirements:

• Valid driver’s license and reliable personal vehicle.
• Clean professional and criminal record — free of fraud, forgery, or related offenses.
• Flexibility to work some evenings and weekends based on family and community needs.

Success Factors:

• Compassionate and Service-Oriented: Genuinely cares for families and is motivated by helping others plan for the future with dignity and peace of mind.
• Professional and Personable: Able to balance empathy with professionalism; maintains composure and integrity in all interactions.
• Self-Motivated and Goal-Oriented: Works independently with initiative, accountability, and a commitment to meeting performance goals.
• Skilled Communicator: Excellent interpersonal, presentation, and listening skills; comfortable with public speaking and community engagement.
• Tech-Savvy and Detail-Focused: Proficient in CRM systems and comfortable managing administrative documentation accurately.

Physical/Work Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Ability to travel regularly within the assigned region (up to 50%).