NewBridge Group, Inc. · 18 hours ago

Funeral Industry Client Relations Specialist

United States

Full-time

Remote

Senior Level

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Responsibilities

Provide Strategic Guidance: Meet with funeral business owners to identify opportunities for succession planning and acquisitions, delivering tailored solutions for optimal outcomes.

Build and Strengthen Relationships: Cultivate trust-based relationships with funeral home owners and key stakeholders, becoming a valued advisor.

Collaborate with Internal Teams: Partner with our team to communicate client needs and craft effective succession plans.

Stay Industry-Informed: Monitor trends, regulations, and challenges in the funeral industry, sharing actionable insights with clients.

Represent NewBridge Group: Attend conferences, industry events, and meetings to expand the company’s presence and foster connections.

Manage Opportunities: Use Salesforce to document client interactions, track leads, and ensure follow-through on opportunities.

Drive Influence: Develop and present compelling strategies to create mutually beneficial outcomes.

Qualification

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Funeral home operationsFuneral product salesPreneed salesClient-focused solutionsSalesforce

Required

Proven experience in funeral home operations, management, funeral product sales, preneed sales, or related areas.

Strong communication and interpersonal abilities to establish rapport and build trust.

A client-focused approach to addressing business challenges with practical, tailored solutions.

Comfortable working independently and traveling 2-3 weeks per month to meet clients and attend industry events.

Company

NewBridge Group, Inc.

NewBridge Group is one of the most active funeral home succession planning and financial consulting firms in the industry, having assisted in the sale, purchase, and financing of more than 600 funeral home businesses.

Founded in 1997