Pre-Planning Sales Advisor — Field & Home

S.E. Combined Services of Florida; Falls Church (VA); Remote; USD 50,000 - 100,000; Full time

Job summary

S.E. Combined Services of Florida is seeking a Pre-Planning Advisor to help families pre-plan cemetery arrangements and services. You will work from home or on-site, presenting to client families while pursuing a quota-driven pace setter target.

The role emphasizes building trusted relationships, timely follow-ups, and community engagement, with a focus on high-quality service and referrals to support long-term relationships.

Qualifications

• High school education or equivalent.
• 1-2 years of college or equivalent experience.
• Current state license with an acceptable driving record.
• In states where required, must hold a Funeral Directors License.

Responsibilities

• Prospect and generate referrals for both at-need cemetery and pre-need arrangements using company tools and standards.
• Proactively prospect a minimum of 4 hours daily when active, via events, door knocking or seminars.
• Follow up with families to obtain referrals and build relationships.
• Build community relationships and networks with local groups.
• Collaborate with funeral directors and staff to provide seamless, high-quality service.
• Prepare for appointments with professionalism and attention to detail and ensure satisfaction.

Skills

Networking

Prospecting

CRM

Communication

Education

High school diploma

Some college

Tools

CRM systems

Job description

S.E. Combined Services of Florida is seeking a Pre-Planning Advisor to help families pre-plan cemetery arrangements and services. You will work from home or on-site, presenting to client families while pursuing a quota-driven pace setter target.

The role emphasizes building trusted relationships, timely follow-ups, and community engagement, with a focus on high-quality service and referrals to support long-term relationships.