Pre-Planning Advisor – Field & Home-Based Sales

Sci Corp; Oregon; Hybrid; USD 50,000 - 100,000; Full time

Job summary

SCI seeks a Pre-Planning Advisor to grow referrals and present pre-need planning with dignity and care. You will engage families, coordinate with funeral directors, and expand community partnerships while targeting sales quotas. The role welcomes flexible hours, including evenings and weekends, to meet objectives.

You will work primarily in a field/remote capacity, with strong emphasis on relationship-building, follow-ups, and delivering exceptional service to families during times of need.

Qualifications

• High school diploma or equivalent; 1–2 years of college or experience.
• Current driver's license with acceptable driving record.
• Sales experience or 1–2 years industry experience.
• CRM experience is a plus.

Responsibilities

• Lead generation and referral cultivation for pre-need and at-need services.
• Build relationships with families and communities; present planning guides.
• Collaborate with funeral directors and staff to ensure service quality.
• Attend events, conduct face-to-face outreach, and manage follow-ups.

Skills

CRM experience

Communication

Teamwork

Sales experience

Bilingual

Driving

Tech literacy

Education

High School Diploma

Some college coursework

Tools

CRM software

Job description

SCI seeks a Pre-Planning Advisor to grow referrals and present pre-need planning with dignity and care. You will engage families, coordinate with funeral directors, and expand community partnerships while targeting sales quotas. The role welcomes flexible hours, including evenings and weekends, to meet objectives.

You will work primarily in a field/remote capacity, with strong emphasis on relationship-building, follow-ups, and delivering exceptional service to families during times of need.