Advance Planning Specialist - Topeka, KS

Posted 22 Days Ago
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66610, Topeka, KS, USA
In-Office
Junior
Other • Professional Services
The Role
Sell and arrange advance funeral and cremation plans by meeting with families, educating on services and merchandise, building a personal lead pipeline through community outreach and referrals, partnering with local organizations, using CRM and reporting tools to track activity, and maintaining a professional funeral home environment.
Summary Generated by Built In

At Newcomer, advance planning is about more than arrangements, it’s about helping families feel prepared, confident, and at peace. As an Advance Planning Specialist serving families in the Topeka community, you’ll guide individuals and families through thoughtful pre need funeral and cremation planning at a time when clarity and compassion matter most.

This is a sales focused role for someone who thrives on building relationships, earning trust, and helping families make informed decisions. You’ll represent our funeral home in the community, meet families where they are, both emotionally and practically, and use company provided tools to build your own pipeline of leads and referral partnerships.

What You’ll Do

  • Meet with families to arrange advance funeral and cremation plans with care, professionalism, and empathy
  • Educate families on services and merchandise, helping them make decisions that reflect their wishes and values
  • Actively build and manage a personal lead pipeline through community outreach, referrals, and follow up
  • Partner with local organizations and referral networks to expand awareness of advance planning options
  • Use CRM systems, reporting tools, and other technology to track activity and drive sales performance
  • Support a welcoming, organized, and professional funeral home environment in accordance with all state, local, and company standards

What We’re Looking For

  • A strong communicator who treats families, colleagues, and community members with dignity and respect
  • A sales motivated professional who is comfortable working toward goals and earning commission
  • High school diploma required; associate’s degree or higher in a related field preferred
  • At least one year of experience in advance planning, sales, insurance, or a related role
  • Licensed insurance agent or the ability to obtain required insurance licenses
  • Solid computer and office skills, strong organization, and close attention to detail
  • A genuine desire to help people plan ahead and feel confident in their decision

Compensation & Benefits
This position offers a base salary plus commissions and bonuses, along with a comprehensive benefits package. Our most successful Advance Planning Specialists are those who combine empathy with initiative and take ownership of their personal performance and growth.

Skills Required

  • High school diploma
  • Associate's degree or higher in a related field
  • At least one year of experience in advance planning, sales, insurance, or a related role
  • Licensed insurance agent or ability to obtain required insurance licenses
  • Strong communication skills; treat families and community with dignity and respect
  • Sales motivation and comfort working toward goals and earning commission
  • Solid computer and office skills (CRM, reporting tools, Microsoft Office)
  • Strong organization and close attention to detail
  • Genuine desire to help people plan ahead and feel confident in their decisions
  • Ability to build and manage a personal lead pipeline through community outreach and referrals
Am I A Good Fit?
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The Company
500 Employees
Year Founded: 1893

What We Do

Newcomer Funeral Service Group is an independent, family-owned funeral, cremation and cemetery services provider headquartered in Topeka, Kansas. Operating funeral homes, crematories and cemeteries across multiple states, the company offers cremation and traditional funeral services, preplanning, grief support and memorial options while centralizing administrative functions to deliver ethical, affordable and high-quality personal service to families.

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