Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Accomplishments
Timeline
Generic
Brandi Hartman

Brandi Hartman

Family Care Advisor – Memorial & Pre-Planning Services
Norman,OK

Summary

Results-driven sales professional with thirteen years of demonstrated success in exceeding sales targets and cultivating lasting client relationships. Experienced in family services, providing compassionate support, clear communication, and effective conflict resolution. Committed to teamwork, adaptability, and maintaining the highest standards of professionalism while delivering measurable outcomes.

Overview

13
13
years of professional experience
31
31
years of post-secondary education
3
3
Certifications

Work History

Care Specialist

Service Group of Oklahoma
Norman , Oklahoma
05.2020 - Current
  • Coordinated and guide families through personalized funeral planning, ensuring alignment with cultural, spiritual, and personal preferences
  • Advised clients on pre-need and at-need funeral services, consistently meeting or exceeding sales targets while providing compassionate, client-centered support
  • Delivered personalized consultations on memorial and monument options, guiding clients to selections that honored the legacy and wishes of the deceased
  • Follow up communications with families, enhancing client satisfaction by providing ongoing support and promptly addressing additional needs
  • Staying in contact with previously served families to provide continued care, promote additional planning services, and build community trust

Lead Coordinator

Cosmetic Surgery Affiliates
Oklahoma City, Oklahoma
10.2019 - 04.2020
  • Scheduled and coordinated consultations with prospective clients to assess needs and present service options
  • Developed and managed digital treatment plans tailored to client requirements, ensuring clear communication and progress tracking
  • Executed sales strategies to meet and exceed targets, delivering customer-focused solutions and fostering long-term client relationships

Family Service Counselor

Service Corp. International
Norman, Oklahoma
10.2012 - 09.2019
  • Extensive experience in funeral, cemetery, and memorial products sales with a strong understanding of client needs and industry standards
  • Successfully managed sales of comprehensive funeral services, cemetery plots, and related merchandise, consistently exceeding revenue goals

Education

High School Diploma -

Moore High School
Moore, Oklahoma
05.1994 - 05.2025

Skills

  • Data Entry & Computer Proficiency

  • Funeral & Product Sales Expertise

  • Sales Training & Outreach

  • Sales Pipeline Management & Closing

  • Sales Strategy & Prospecting

  • Team Collaboration & Multitasking

  • Problem Solving & Time Management

  • Active Listening & Communication (Verbal & Written)

  • Care Planning & Compassionate Support

  • Data Entry & Computer Proficiency

Certification

Client Relations Proficient in CRM

Affiliations

Service Corporation International — Top Sales Achiever (2013, 2014, 2015, 2017, 2018)

Accomplishments

  • Recognized as a Century Club Member for outstanding sales performance and consistent achievement of high sales targets
  • Awarded Top Producer status for exceptional sales results and leadership in driving business growth

Timeline

Care Specialist

Service Group of Oklahoma
05.2020 - Current

Lead Coordinator

Cosmetic Surgery Affiliates
10.2019 - 04.2020

Family Service Counselor

Service Corp. International
10.2012 - 09.2019

High School Diploma -

Moore High School
05.1994 - 05.2025

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Brandi HartmanFamily Care Advisor – Memorial & Pre-Planning Services
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