Future Care Advisor
About the role
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: 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.
Responsibilities
- 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