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Funeral Pre Sales information

What is funeral pre sales?

Funeral pre sales involve helping individuals and families plan and pay for funeral arrangements in advance. This can include selecting burial or cremation options, choosing service details, and setting up payment plans to cover future costs. Pre-planning relieves families of the burden of making difficult decisions during a time of grief and can lock in current prices for services. Funeral pre sales professionals guide clients through available options and ensure their wishes are documented and respected.

What are the key skills and qualifications needed to thrive as a funeral pre sales professional?

To thrive as a Funeral Pre Sales professional, you need a solid understanding of funeral service products, sales techniques, and typically a background in sales or customer service. Familiarity with customer relationship management (CRM) software and, in some jurisdictions, a state-issued pre-need sales license are common requirements. Compassion, active listening, and strong interpersonal communication are essential soft skills that help build trust with clients during sensitive conversations. These skills and qualifications are crucial for effectively guiding families through pre-planning decisions while maintaining ethical and supportive service.

What are common challenges faced by professionals in funeral pre sales, and how can they be overcome?

Professionals in Funeral Pre Sales often encounter the challenge of addressing sensitive topics with clients who may be experiencing grief or discomfort discussing end-of-life arrangements. Building trust and demonstrating empathy are essential to navigating these conversations effectively. Additionally, staying informed about changing regulations and available service options ensures that clients receive accurate information. Successful Funeral Pre Sales professionals proactively seek training in communication and grief support techniques, and often collaborate closely with funeral directors and administrative staff to provide comprehensive service.

What is the difference between Funeral Pre Sales vs Funeral Director?

AspectFuneral Pre SalesFuneral Director
CredentialsSales certifications, customer service experienceFuneral service license, state certification
Work EnvironmentOffice, client meetings, pre-arrangement consultationsFuneral homes, on-site at services
Industry UsagePre-arrangement sales, client consultationsArranging and conducting funeral services

Funeral Pre Sales professionals focus on pre-arranging funeral services, handling client consultations and sales. Funeral Directors manage the entire funeral process, including arrangements, ceremonies, and aftercare. While both roles require strong interpersonal skills, Funeral Pre Sales emphasizes sales and planning, whereas Funeral Directors oversee the actual funeral services and logistics.

What are popular job titles related to Funeral Pre Sales jobs?

For Funeral Pre Sales jobs, the most frequently searched job titles are:

Infographic showing various Funeral Pre Sales job openings in the United States as of September 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 76% Physical, 1% Hybrid, and 23% Remote job distribution.

Pre-Arranged Funeral Counselor

Pecos, TX • On-site

Pecos Funeral Home
Convention and Trade Show Organizers • 1 - 10 employees
Learn more about Pecos Funeral Homeexternal

Full-time

Re-posted 25 days ago

Job description

The Pre-Arranged Funeral Counselor will be responsible for meeting personal monthly and annual sales targets by utilizing your account management, new business development and sales skills.  All duties must be performed consistent with company mission and values and in adherence to company policies and procedures. 

Essential Functions and Competencies

  • Ensure monthly and annual sales budget is achieved by targeting clients in your region 
  • Maximize opportunities to gain client family business
  • Develop new business and increase spend by all new and existing clients, in line with targets.           
  • Must be able to demonstrate and uphold our Company Values: Respect, Understanding, Creativity and Professionalism  
  • Responding to quote requests in adherence with company procedures.  
  • New business development, from either leads, referrals or own knowledge base. 
  • Maintain and develop relationships with existing company clients by providing outstanding service and support.            
  • Creative, outgoing, and energetic 
  • Comfortable with in-home sales and conducting group presentations

Required Education and Experience

  • High school diploma or GED required 
  • A valid insurance license may be required in some states
  • Strong sales experience in the Funeral or Life Insurance industry is preferred 
  • High level of comfort using computer systems within a sales environment 
  • Previous experience with Customer Relationship Management systems is a plus • High level of integrity, dedication, and desire to succeed 
  • Desire to help others and earn a competitive income 
  • A good driving record and valid driver’s license

Additional Eligibility Qualifications
 None required for this position. 

AAP/EEO Statement

Equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, veterans and/or any other status or condition protected by law, except where a bona fide occupational qualification exists.

3985 - Texas