Care Advisor

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Full Time Sales Davidson Becker Funeral Home, Struthers, OH, US

Compensation Notice: This is a commission-only position. Earnings are based entirely on sales performance, and no base salary or hourly wage is provided. Additional details regarding the commission structure will be discussed during the interview process.

Why Join Heritage Family?

Since 1943, Heritage Family has been a trusted name in personal, compassionate care. Our legacy is built on meaningful service, deep respect, and a commitment to honoring every life.

At Heritage Family, we offer more than a job — we offer purpose. Our team is united by shared values and a mission that matters:

• Honor Every Life with Compassion: We provide personalized, heartfelt services that celebrate each unique life, meeting families where they are with care and understanding.
• Lead with Innovation and Respect
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  We blend time-honored traditions with modern approaches to create thoughtful, meaningful experiences for the families we serve.
• Foster a Culture of Empathy: We care deeply — for our communities and for one another. You’ll join a team that supports and values every voice, empowering you to make a lasting difference.

A career in deathcare is both a calling and a responsibility. At Heritage Family, you’ll find a supportive environment where you can grow professionally while helping others in some of life’s most tender and meaningful moments.

Position Summary:

The Future Care Advisor plays a vital role in serving families before and after the time of need by providing compassionate guidance and professional expertise in prearrangement and aftercare services. This position is responsible for educating families on available options, coordinating preneed and aftercare programs, maintaining relationships within the community, and ensuring compliance with company and regulatory standards.

This role also supports families by guiding them through future care options, benefits, and funding mechanisms, using a consultative and relationship-based approach. The Advisor manages a structured pipeline, builds long-term relationships, and collaborates with funeral home leadership to meet community and business goals

Essential Duties and Responsibilities:

Family Arrangements and Preneed Sales

• Conduct preneed and at-need family meetings in a professional, organized, and caring manner.
• Present and explain all funeral, cremation, and memorial options, ensuring families make informed decisions aligned with their needs and preferences.
• Complete all required documentation, including contracts, applications, and vital records, and ensure accuracy and legal compliance.
• Obtain required signatures, collect initial payments, and establish approved payment plans when applicable.
• Maintain complete and accurate preneed files, including copies of contracts, insurance documents, acceptance letters, and correspondence.
• Use consultative, needs-based planning techniques to help families explore wishes, priorities, and budgets.
• Educate families on insurance-funded and trust-funded preneed options in compliance with state laws.
• Enter all appointments, leads, and outcomes into CRM timely to maintain accurate pipeline reporting.
• Coordinate appointments and communication with funeral home leadership to ensure a seamless family experience.

Prospecting and Community Outreach

• Proactively generate leads through community engagement, seminars, referrals, and social media or direct mail campaigns.
• Schedule, prepare, and present Preneed Seminars at senior centers, churches, veteran organizations, and other community groups.
• Establish and…