About The Position

The Regional Manager will lead Advance Funeral Planners (AFPs) and partner with funeral home owners throughout Northern California. The territory includes Daly City, the South Bay, the East Bay, the Monterey Bay area, and the San Joaquin Valley. The role focuses on developing the AFP team, strengthening funeral home relationships, and growing regional production. The manager will have support and autonomy to run the region, with leaders providing coaching on the funeral industry. The manager will be based in the Bay Area and regularly work in local funeral homes. The position involves regular travel, with most nights at home and approximately one week per month on the road. As the territory expands, the role’s scope and impact may also grow.

Requirements

  • Sales leadership or management experience, with a track record of coaching performance, building trust quickly, and holding a team accountable.
  • Experience building relationships with business owners.
  • Strong communication skills, including responding quickly, checking in proactively, and handling difficult conversations with emotional intelligence.
  • An independent, entrepreneurial, coachable problem solver who brings ideas.
  • A current life insurance license or willingness to obtain one.
  • Bay Area residency and comfort with regular travel.

Nice To Haves

  • Insurance or other relationship-driven sales experience.
  • Bachelor’s degree or equivalent experience.
  • Spanish fluency.

Responsibilities

  • Mentor, motivate, and coach a team of 10 to 15 Advance Funeral Planners with varied skill sets.
  • Build and maintain relationships with funeral home owners, adapting to their individual priorities and values.
  • Lead consumer presentations and promote local lead generation.
  • Use reporting and production outcomes to identify opportunities for growth and make business decisions.
  • Sell alongside the team and support performance in the field.
  • Travel throughout the territory and work regularly in local funeral homes.

Benefits

  • 18 days of paid time off annually.
  • 10 paid holidays annually.
  • Minimum six weeks of parental leave.
  • Health benefits.
  • Dental benefits.
  • Vision benefits.
  • 401(k) with company match.
  • $25,000 life insurance policy.
  • Total compensation based on experience, background, and performance, with meaningful upside for top performers.
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