Regional Manager - Northern California (Bay Area)

Precoa; Oakland (CA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

PTO and holidays

Health, Dental, Vision

Life Insurance $25k

401k with match

6 weeks parental leave

Job summary

Precoa seeks a Regional Manager to lead a high-performing AFP team across Northern California, coaching 10–15 AFPs and expanding partnerships with funeral home owners. The role centers on mentorship, relationship-building, and driving measurable growth in the Bay Area and surrounding regions.

You’ll travel regularly, basing in the Bay Area while visiting local funeral homes; success hinges on leadership, emotional intelligence, and a relentless drive to expand the market.

Qualifications

• Sales leadership or management experience with coaching track record.
• Experience building relationships with business owners; insurance sales is a plus.
• Strong communication skills: responsive, proactive, emotionally intelligent.
• Independent, entrepreneurial, coachable problem solver with ideas.
• Current life insurance license or willingness to obtain one; Bay Area residency; travel readiness.
• Bachelor’s degree or equivalent; Spanish fluency is a bonus.

Responsibilities

• Mentor, motivate and coach a high-producing AFP team (10–15 AFPs).
• Win over funeral home owners through relationship-building and trust.
• Drive field results: lead presentations, local lead generation, use reports to identify growth opportunities.
• Grow with a collaborative West Coast team; regular Bay Area base with travel as needed.

Skills

Sales leadership

Relationship building

Communication

Entrepreneurial mindset

Willingness to travel

Team coaching

Education

Bachelor’s degree or equivalent experience

Spanish fluency (bonus)

Life insurance license (bonus)

Tools

Life insurance license

License issuance willingness

Job description

Build and Lead Northern California's Next Growth Market

You’ve led sales teams, coached people through their successes and struggles, and built relationships that last. Now you can put that leadership to work in a territory with real room to grow!

As Regional Manager, you’ll lead Advance Funeral Planners (AFPs) and partner with funeral home owners across Northern California. Your territory spans Daly City, the South Bay, the East Bay, the Monterey Bay area, and out to the San Joaquin Valley.

Our premier funeral home partners here are ready for your fresh energy. You’ll help revitalize relationships, build up your team, and unlock the growth within reach. Your coaching and relationship skills matter more than any industry résumé, and you’ll have the support and autonomy to run your region.

What You’ll Do (and Why You’ll Love Doing It)

Mentor, motivate and coach a high-producing AFP team

• You’ll lead 10 to 15 AFPs with a varied skill set who serve diverse communities. Ride-alongs show you how to coach a top performer differently from a newer AFP, which builds the people-development skills every senior leader needs. You’ll love watching your people gain confidence and production, knowing you helped build it!

Win over funeral home owners

• Relationships are the heart of this role. Every owner is different, so you’ll learn to read what each one values and adapt your approach. You’ll sharpen your emotional intelligence, negotiation, and long-term relationship management. The trust you earn becomes the strongest asset in your territory and in your career.

Drive results in the field

• You’ll lead consumer presentations, promote local lead generation, and use reporting to spot where production can climb. Selling alongside your team keeps your own skills sharp, and working from the outcomes builds the business judgment to turn data into decisions that grow a territory.

Grow alongside a collaborative West Coast Team

• You’ll be based in the Bay Area and in local funeral homes regularly, with most nights at home and roughly one week a month on the road. Your leaders will coach you on the funeral industry itself, so your leadership experience is what gets you started. As the territory expands, so do your scope and impact.

Your coaching has built other people’s teams. Ready to build your own?

If you have these skills, we want to talk with you!

• Sales leadership or management experience, with a track record of coaching performance, building trust quickly, and holding a team accountable. Any industry counts!
• Experience building relationships with business owners. Insurance or other relationship-driven sales is a plus.
• Strong communication skills: you respond quickly, check in proactively, and handle tough conversations with emotional intelligence.
• An independent, entrepreneurial, coachable problem solver who brings ideas, not just questions.
• A current life insurance license or willingness to obtain one, Bay Area residency, and comfort with regular travel.
• Bachelor’s degree or equivalent experience preferred. Spanish fluency is a bonus.

• Total compensation based on experience, background, and performance, with meaningful upside for top performers
• 18 days PTO and 10 paid holidays annually
• Minimum 6-weeks parental leave
• Health, Dental, and Vision benefits
• 401k, with company match and $25,000 Life Insurance Policy

For a full job description, please see the Dropbox link here.

About Precoa

At Precoa, our people are the heart of our success. Core Employees strive to live our values of kindness, progression, and craftsmanship every day — bringing emotional intelligence, common sense, positivity, and authentic connection to everything they do.

If you love solving challenges, building real relationships, and driving meaningful results, you’ll feel right at home here.

We’re a national leader in the preneed industry. Our passion is helping people plan today so their families can focus on connection when they need it most. Recognized as one of The Oregonian’s Top Workplaces for 15 consecutive years, we’re committed to creating a place where you can live a fulfilling life, do meaningful work, grow your potential, and enjoy the journey along the way.

Headquartered in Portland, OR, with a satellite office in Utah, we’re a team driven to make a difference — every day, through every connection.