Advance Planning Specialist - Ottawa KS

We’re looking for an Advance Planning Specialist to serve families in the Ottawa, Kansas area by helping them plan ahead with confidence and peace of mind. This is an in‑office role based at the funeral home, focused on guiding families through pre‑planning and funding funeral arrangements before the need arises. The role combines structured appointments with proactive outreach and follow‑up. The position blends relationship‑building with community outreach. You’ll follow up on leads, host community workshops, and work closely with funeral home teams and local partners to support advance planning services throughout the community. Ottawa offers the feel of a close‑knit community with the convenience of being within reach of the Kansas City metro. It has a walkable downtown, strong local schools, and a calendar of community events that keep people connected year‑round. It’s a place where relationships matter, and where this role makes a meaningful, visible impact for families every day. Qualified applicants will possess a high school diploma (though an associate’s degree or higher in a related field is preferred), along with one year of experience in this or a related area. They must be a licensed insurance agent or have the ability to acquire the necessary licenses. Applicants must enjoy working with people and helping them select from a range of services and merchandise. Basic office and computer skills are required, as are strong organizational skills and attention to detail to ensure each family’s arrangements are handled thoroughly and thoughtfully. If you enjoy sales and helping families gain peace of mind through advance planning, we encourage you to review the full job description and apply today!