The Preneed Summit offers managers and producers the chance to spend an intensive day working with experts – and each other – to solve some of our greatest challenges in getting referrals, developing staff, growing sales, avoiding job burnout and much more.
Our expert moderators will facilitate separate roundtable tracks for managers and producers.
Managers will get the chance to work together to face challenges in recruiting, hiring, managing, motivating, and, yes, even terminating, members of a sales team.
Producers will work together to overcome obstacles related to lead generation, appointment-setting, and the sales process – including the all-important close.
Our keynote speakers will help you:
Sponsored by Homesteaders and Brought to You by KB
Jason Troyer, Ph.D.
Dr. Troyer earned his doctorate in counseling psychology at the University of Kansas. He is an author and founder of Mt. Hope Grief Services, which provides aftercare products, training seminars and consulting services. He also offers grief resources for the bereaved at GriefPlan.com. Most recently, he has partnered with Homesteaders Life Company to develop Finding Resilience, a career burnout and compassion fatigue prevention program for funeral professionals. You can learn more about this free resource at homesteaderslife.com/resilience.
Lambert is senior vice president of marketing and communications for Homesteaders Life Company, which he joined more than 20 years ago. He leads a team responsible for analyzing business intelligence, branding and marketing strategy, corporate communications, PR and events; and providing marketing services/support for customers and third-party marketing organizations. He was founder and president of Marketing Resource Group, a marketing communications company that served clients in telecommunications, publishing, financial services, real estate, and funeral service. He began exclusively serving the funeral profession in 1993. Lambert, who earned his MBA in 2006, has been working exclusively with funeral professionals for more than 25 years.
Sizemore served as a Homesteaders’ regional director for nearly 10 years and has been instrumental in managing field staff and offering customer support. In her current role, she manages Homesteaders’ training and continuing education efforts. Sizemore is a certified preplanning consultant, a certified celebrant and a recipient of the ICCFA’S 2015 Distinguished Service Award. She is currently serving as a trustee of the ICCFA’s Educational Foundation team.
Erickson began her sales career in the cemetery and funeral profession as a family service counselor for Stewart Enterprises at Lincoln Memorial Park & Funeral Home (Nebraska). She has held numerous sales and management positions, including sales manager, area sales manager and director of community and family services. Following SCI’s acquisition of Stewart Enterprises, she worked for SCI as a sales development field manager, responsible for training and coaching the sales management team and staffs. Erickson was named sales director for Forest Lawn Funeral Home & Cemetery in Omaha, and has been an integral part in developing a successful pre-need program.
A national leader in providing products and services to promote and support advance funeral planning and funding for end-of-life expenses. Founded in 1906 for the expressed purpose of funding funeral and final expenses, Homesteaders has emerged as the trusted name in the funeral profession because of our company's stability, security and integrity.