NorthStar Memorial Group

Community Manager

• Build meaningful relationships with community groups to educate families in their preplanning decisions.
• Schedule and conduct pre-planning seminars.
• Set appointments, deliver compelling preplanning guides and product presentations, and provide professional park tours.
• Prospect daily using multiple methods in accordance with NorthStars sales playbook.
• Schedule 10-12 pre-need appointments each week, tracked in the CRM.
• Provide world-class customer service with a positive attitude.
• Complete paperwork timely, neatly, and accurately, ensuring all contract processing requirements are met.
• Actively track all sales activity and ratios to measure areas of strength and improvement.
• Stay current on topics related to our profession and attend training programs.

Community Development Advisor

Events

• Engage with customers by providing exceptional service and support to meet their needs
• Promote products and services while fostering a positive sales environment
• Participate in training to develop sales techniques and customer service skills
• Collaborate with team members to achieve sales goals and enhance customer satisfaction
• Maintain a welcoming atmosphere to ensure a smooth and pleasant customer experience

Sales Professional

Sales

• Build relationships within the community to educate families on pre-planning decisions
• Master the art of setting appointments and delivering impactful pre-planning presentations
• Use our proprietary software, Navigator, to complete contracts accurately and efficiently
• Monitor all sales activities and performance metrics to identify strengths and areas for improvement
• Utilize Velocify to track contacts and ensure timely, professional follow-ups
• Employ various methods such as cold calling, door knocking, mailers, seminars, and community events to generate leads
• Provide exceptional customer service with a positive attitude and a commitment to doing whatever it takes
• Stay informed about relevant topics, including veterans benefits, social security, and end-of-life decisions

Sales Contractor

• Engage with customers by providing exceptional service and support to meet their needs
• Promote products and services while fostering a positive sales environment
• Participate in training to develop sales techniques and customer service skills
• Maintain a welcoming atmosphere to ensure a smooth and pleasant customer experience

Director

• Actively build relationships in the community to educate and guide families in their at-need funeral decision
• Develop and maintain community connections to establish a community referral network
• Lead and develop a cooperative team environment that is respectful, communicative, accountable, and service-oriented

Assistant Funeral Home Manager, Funeral Director License Required

• Recruit high potential sales candidates
• Hire people to join our professional sales organization
• Train team members on our product, systems and processes
• Motivate your team daily to serve members of our community
• Host Preplanning Seminars
• Conduct in-home or on-location preneed sales presentations
• Prospect for new clients
• Manage, direct, and assist in the initial and continuing training and performance management of assigned sales advisors
• Conduct daily team meetings to review new sales and provide coaching for any development concerns
• Ensure daily prospecting occurs and that each sales advisor schedules the minimum number of pre-need sales presentations per week
• Observe each sales advisor's pre-need and at-need referral presentation and assist in the perfection of such presentation
• Keep thorough records of leads, referrals, closing ratios, and after-service follow-up results
• Report to the sales manager daily for direction setting and unit status report

Community Development Supervisor

• Actively builds relationships in the community to educate and guide families in their preplanning decisions
• Excels in his/her ability to set an appointment, give a preplanning guide presentation, and product presentation
• Provides professional park tours of each location within their area
• Completes paperwork timely, neatly and accurately, including all specific requirements for contract processing
• Actively tracks all sales activity and ratios to measure areas of strength and areas that need improvement
• Uses CRM to track all contacts and ensure professional follow-up
• Contacts new and existing customers to discuss how specific products or services can meet their needs
• Prospects daily using multiple methods including cold calling, door knocking, mailers, seminars, and outside events
• Provides world class customer service, a positive attitude, and a willingness to do Whatever it takes
• Keeps current in areas as they relate to our profession (veterans benefits, social security benefits, end of life decisions, etc.)
• Builds relationships with churchs, civic groups, veteran organizations, hospice, senior living, & other community groups.
• Once relationships are established, pre-planning seminars are scheduled and conducted in accordance with NorthStar Memorial Groups established program.
• Works multiple prospecting avenues such as, web leads, Seminars, park patrolling, file reviews, direct mail, and all other prospecting methods in accordance with NorthStars sales playbook.
• Schedules 10-12 Pre-Need appointments each week that are tracked in the CRM.
• Answers telephone inquiries about cemetery products and services pre-need planning.
• Attends training programs scheduled with sales leaders and regional leadership.

• Actively builds relationships in the community to educate and guide families in their preplanning decisions
• Excels in ability to set an appointment, give presentations, and provide professional park tours
• Completes paperwork timely and accurately, including all specific requirements for contract processing
• Tracks all sales activity and ratios to measure areas of strength and improvement
• Uses CRM to track all contacts and ensure professional follow-up
• Contacts new and existing customers to discuss how specific products or services can meet their needs
• Prospects daily using multiple methods including cold calling, door knocking, mailers, seminars, and outside events
• Provides world class customer service and a positive attitude
• Keeps current in areas as they relate to our profession (veterans benefits, social security benefits, end of life decisions)
• Builds relationships with churchs, civic groups, veteran organizations, hospice, senior living, & other community groups
• Schedules and conducts pre-planning seminars in accordance with established program
• Answers telephone inquiries about cemetery products and services pre-need planning
• Attends training programs scheduled with sales leaders and regional leadership

Sales Professionals

Outside Sales

• Answer customer questions about products, prices, and availability
• Contact new or existing customers to discuss how specific products or services can meet their needs
• Complete paperwork neatly and accurately, including all interment verification procedure
• Answer inquiries about products and services for both pre-need planning and at-need preparation
• Call and confirm all arrival times for current-day memorial services
• Explain all options of pre-need property, merchandise, and services to families

Outside Sales Advisor

• Provide a source of support, guidance, and direction to families before, during, and after the loss of a loved one
• Coordinate, assist, and carry out all aspects of a funeral service and final memorialization
• Adhere to all professional, municipal, state, and federal licensing regulations and rules applicable to the funeral service profession
• Ensure that all federal, state, and local regulations related to the funeral industry are followed

Funeral Director

Administrative Assistant

• Maintain Master files (e.g. creating/providing copies, merging/duplicating, keeping track, and scanning master files into HMIS.)
• Operate a telephone system handling a large call volume
• Ensure that all invoices are double-checked for accuracy and coded before being forwarded to the accounts payable department
• Assist with the preparation and ordering of materials needed by leadership such as park brochures, business cards, name badges, training materials, etc.

NorthStar Memorial Group

Community Development Advisor

Sales Professional

Sales Contractor

Sales Professional

Assistant Funeral Home Manager, Funeral Director License Required

Community Development Supervisor

Community Development Advisor

Community Development Advisor

Sales Professionals

Outside Sales Advisor

Funeral Director

Administrative Specialist

Independent Sales Contractor

Clerical and Administrative Specialist

Sales Professionals