Pre-Planning Sales Advisor

Service Corporation International; United States; Hybrid; USD 42,000 - 66,000; Full time

Job summary

Service Corporation International seeks a Pre-Planning Advisor (PPA) to drive pre-need sales and services while serving families with professionalism. The role involves generating referrals, presenting planning guides, and building lasting community relationships.

Candidate should network actively, adapt to evening/weekend hours, and maintain CRM-driven follow-ups, supporting the company’s mission to celebrate lives and associates.

Qualifications

• Strong interpersonal skills with families and clients.
• Ability to work evenings and weekends to meet quotas.
• Experience with CRM systems is a plus.

Responsibilities

• Lead generation and networking to obtain referrals for pre-need and at-need arrangements.
• Prospect and follow up with families; conduct presentations.
• Build and maintain relationships with families and the community.
• Collaborate with funeral directors and staff to ensure seamless service.

Skills

Teamwork

Communication

Flexibility

Driving record

Integrity

Bilingual (plus)

Education

High School Diploma or equivalent

1-2 years college or equivalent experience

Tools

CRM systems

Job description

Service Corporation International seeks a Pre-Planning Advisor (PPA) to drive pre-need sales and services while serving families with professionalism. The role involves generating referrals, presenting planning guides, and building lasting community relationships.

Candidate should network actively, adapt to evening/weekend hours, and maintain CRM-driven follow-ups, supporting the company’s mission to celebrate lives and associates.