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Meet with families in person, by phone, and email to educate on prearrangement options and funding plans. Guide clients through choices, complete paperwork, finalize financial arrangements, and generate leads and follow-ups using company marketing tools and CRM to build a book of business.

Meet with families in person, by phone, and email to educate them on prearrangement and funding options, complete paperwork and financial arrangements, generate and follow up on leads using company CRM and marketing tools, and build lasting client relationships.