Pre Planning Service Advisor

Dignity Memorial is North America’s largest provider of funeral, cremation, and cemetery services, supporting more than 300,000 families each year. Through a network of over 2,000 providers in the United States and Canada, the brand is known for quality, value, and caring service. Team members help families create thoughtful, personalized arrangements that honor the uniqueness of each life. The organization is guided by compassion and a deep commitment to meaningful tributes and exceptional customer satisfaction.

Joining Dignity Memorial means contributing to the important work of honoring and preserving the story of each person’s life.

The Pre Planning Service Advisor is a full-time hybrid role based in Dallas, TX, with some work-from-home flexibility. This role focuses on guiding individuals and families through advance funeral, cremation, and cemetery planning, providing clear information and options to help them make informed decisions. Day-to-day responsibilities include meeting with clients in person and virtually, explaining pre-planning products and services, preparing proposals, and documenting arrangements accurately in company systems.

The advisor will follow up with prospective clients, respond to questions, and ensure that each interaction reflects empathy, professionalism, and respect for diverse needs and beliefs. The role also involves collaborating with location staff, maintaining up-to-date knowledge of offerings and policies, and contributing to service improvement initiatives that support long-term client relationships and satisfaction.

• Strong customer-focused service skills, including Customer Service and Customer-focused Service, with a commitment to empathy and professionalism.
• Ability to foster Customer Satisfaction and manage Aftersales relationships, ensuring consistent follow-up and long-term client trust.
• Excellent Communication skills, both verbal and written, with the ability to explain sensitive information clearly and respectfully.
• Proven experience in a client-facing role, ideally in pre-need planning, insurance, financial services, or related consultative environments.
• Comfort working in a hybrid setting, managing appointments in Dallas, TX locations and remotely via phone or video.
• Strong organizational and time-management skills, with attention to detail and accurate documentation practices.
• Ability to work with individuals and families from diverse backgrounds and beliefs in a non-judgmental, inclusive manner.
• Basic proficiency with CRM or customer management software and common office applications.
• High school diploma or equivalent required; additional education in business, communications, or a related field is beneficial.
• Willingness to comply with all company policies, licensing requirements, and local regulations related to funeral and cemetery services.