The Pre-Planning Advisor (PPA) works from home or meets with client families in the field to sell pre-need arrangements and services and achieve quota targets. The PPA serves families professionally, compassionately, and promptly, including following up with families and generating referrals. The role also develops relationships with the community and works closely with funeral directors and funeral home or cemetery staff to provide connected, high-quality service. The PPA networks and prospects for referrals, presents planning information to families, maintains activity levels, and adapts their schedule to meet sales goals. The role requires supporting families with care, understanding their individual needs, preparing thoroughly for appointments, and maintaining relationships before and after services. The PPA coordinates with the broader team, including setting arrangement continuation visits two to three days after a service.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED