Pre-Need Sales Advisor | Family Planning

Service Corporation International; Whittier (CA); Hybrid; USD 21,000 - 30,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Job summary

Service Corporation International in Whittier, CA is seeking a Pre-Planning Advisor (PPA) who will sell pre-need arrangements and services while supporting client families with care and timely follow-up. The role emphasizes community networking, referrals, and flexible scheduling including nights and weekends.

The PPA will lead generation, build lasting relationships with families, and collaborate with funeral home staff to ensure high-quality service and long-term referrals.

Qualifications

• Sales experience or equivalent job experience
• CRM experience is a plus
• Strong communication and interpersonal skills
• Ability to work evenings and weekends as needed

Responsibilities

• Generate referrals and prospects for pre-need and at-need services
• Build relationships with families and community partners
• Conduct presentations and explain pre-planning options
• Follow up with families and track activity to ensure productivity
• Collaborate with funeral home staff to provide seamless service

Skills

Sales

CRM

Teamwork

Communication

Multitasking

Education

High school diploma

1–2 years college

Tools

CRM software

Job description

Service Corporation International in Whittier, CA is seeking a Pre-Planning Advisor (PPA) who will sell pre-need arrangements and services while supporting client families with care and timely follow-up. The role emphasizes community networking, referrals, and flexible scheduling including nights and weekends.

The PPA will lead generation, build lasting relationships with families, and collaborate with funeral home staff to ensure high-quality service and long-term referrals.