Description
Plan, direct, and coordinate funeral home sales operations. Lead preneed and at-need selling, set pricing and promotions for services and merchandise, manage sales staff and pipelines, ensure regulatory compliance, and align with operations to deliver arrangements.
- • Lead preneed and at-need sales to achieve revenue and margin goals.
- • Set sales strategies, quotas, and forecasts for services and merchandise.
- • Plan and run promotions, community outreach, and referral programs.
- • Attend and present at community events to generate leads.
- • Conduct market research and analyze competitor pricing and trends.
- • Consult with families on options, merchandise, and pricing to guide decisions.
- • Present required price lists and itemized statements per FTC Funeral Rule and state laws.
- • Negotiate and execute contracts for prearranged funeral services and funding.
- • Manage CRM, lead distribution, and pipeline tracking; report conversion metrics.
- • Train, coach, and supervise sales counselors or family service advisors.
- • Recruit, onboard, and schedule sales staff.
- • Set prices, discount policies, and credit terms within company guidelines.
- • Review sales reports, budgets, and profitability to drive improvements.
- • Coordinate handoffs with funeral directors to schedule services and fulfill arrangements.
- • Resolve customer complaints, billing issues, and post-service inquiries.
- • Ensure marketing materials, online listings, and merchandising are current and on-brand.
- • Evaluate and manage vendors such as preneed insurers, lead sources, and marketing agencies.
- • Maintain required contracts, disclosures, and records for audits and compliance.
- • Monitor adherence to policies, regulations, and ethical standards in all sales activities.
- • Identify training needs and deliver product and compliance education.
- • Recommend changes to service packages or product mix to meet community needs and grow revenue.
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Available on paid plans only
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Management & Entrepreneurship
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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Last reviewed: Jan 2026
