In summary, I just have quotes and questions that are most pertinent in regards to what we do and what drives us.
"People don't plan to fail, they fail to plan." - John Beckley
Two questions for families:
1. If the person who means more to you than anyone else on earth died today, what would you be doing tomorrow?
2. Now ask yourself, if you died today, what is that person doing tomorrow?
"People don't care how much you know until they know how much you care." - Theodore Roosevelt
Question for my team and anyone we are working with to achieve our goal of helping as many families as possible: Do you care? Do you care enough to use every tool at your disposal to help every person possible?
Question for me: Do I care enough to put together the best team possible to serve our families?
Skill sets, knowledge, and ideas can all be obtained. But care comes from the heart. I believe anyone who knows me will attest that I care enough to put together a top notch Funeral Pre Planning Team and Program.
Coordinate marketing campaigns that generate leads from couples, families and individuals wanting to have their funeral/cremation prearrangements in order.
Set appointments from all leads generated so to assist in getting these prearrangements in order, on file with our funeral home and pre-funded.
Develop a mutually supportive environment between myself and the At Need management and staff. A strong relationship between the At Need and Pre Need sides of the business prove to generate additional leads for the Pre Need program and help the program flourish.
Maintain contact and a strong relationship with our insurance prefunding partner (Homesteaders Life Co.) so to be aware of and implement all available marketing tools that can help the Pre Need program flourish.
My job description was the same as my current job description with two exceptions. The first year, our insurance partner was Great Western Insurance Co.. The last year I worked with Foundation Partners Group required me to work with Precoa/NGL and their Agent Portal/Lead Generating program.
The job description was the same as my current one except I had the added responsibility of recruiting additional funeral homes to work with afpHorizon (a third party marketer of funeral pre-planning/pre-funding) and our insurance funding partners were Great Western and Forethought.
Manage a team of advanced planning funeral directors working at our SC funeral homes. Those responsibilities included hiring, firing and training these team members.
Coordinate marketing campaigns that generate leads for the team utilizing all marketing tools available through Stewart Enerprises Inc. and our insurance pre-funding partner (Assurant).
Develop a mutually supportive environment between my team and the At Need management and staff and the corporate level management.
Job description was the same as previous job description with my tenure with Stewart Enterprises Inc. with the addition of my responsibilities as a writing agent myself and creating a mutually beneficial system of lead generation between the funeral pre-planning team and the cemetery pre-planning team.
Work as part of a team of Advanced Planning Funeral Directors.
Set appointments from company generated leads so to assist families in pre planning and pre funding their funeral/cremation arrangements. Company generated leads consisted of those generated through mail outs, At Need staff referrals, call ins, walk ins, and group presentations.
Took part in community involvement by joining Rotary and BNI.
Established productive relationship with At Need staff.
Worked as part of the At Need funeral director/embalmer team.
Responsible for all aspects of said position which included, but were not limited to the following;
- Retrieving deceased human remains and bringing them into our care once called upon to do so by the respective family
- Making initial contact with family to set appointment time to make arrangements and to ask their preference in regards to body preparations.
- Wait on families to coordinate funeral arrangements (in regards to their wishes) with clergy, musicians, additional staff to work a visitation or service, cemetery, vault company, crematory or any other parties necessary to complete arrangements.
- Met with families that called in or walked in to make pre need arrangements whether funded or not.
- Embalming and other preparations of deceased human remains after receiving permission.
Job description ws the same as that while working at Dunbar Funeral Home as a Funeral Director/Embalmer.
Funeral Planning
Staff Scheduling
Embalming
Cremations
Development, coordination and implementation of a marketing plan
Relationship development necessary for a productive Funeral Pre Planning Program This being relationships between myself, my team and all pertinent parties both inside the organization (At Need staff, management, insurance funding partners, etc) and outside the organization (local clergy, senior groups, retirement community staff, etc)
Public speaking
Researching and implementing marketing tools beneficial to a Funeral Pre Need Program
Coordinating and implementing training of my team how to best utilize all marketing tools available
Always open to new ideas and tools that can enhance our efforts and increase our chances for success (obtaining goals)
Since becoming a funeral director focused on pre planning I have consistently qualified for incentive trips provided by the insurance funding partners with whom I've worked
I've typically made the Million Dollar Club
Have seen my production grow from around $700,000 in pre funded business in 2014 to about $1,480,000 in 2023
Have established relationships in the Funeral Pre Planning Industry that would be invaluable in training, guiding, and mentoring me in the position of Vice President of Sales and Marketing
Chad Frye (Director of Support) - Carriage Services
(803) 730-8085
Ken Peterson (Vice President, Business and Lending Development) - National Guardian Life Insurance Co.
(513) 470-9216
Jeff Temples (Manager) - Temples-Halloran Funeral Home
(803) 260-0352
Fred Motley (Retired) - Property, Casualty, Business and Church Insurance Industry
(803) 369-2514
Steven Morris (Owner/Operator) - The Gatlic Group (Business Services)
(917) 981-9940
Additional referrals can be supplied if necessary