Regional Manager - Northern California (Bay Area)

Precoa•Walnut Creek, CA
•$100,000 - $120,000

About The Position

The Regional Manager leads Advance Funeral Planners (AFPs) and partners with funeral home owners across Northern California. The territory spans Daly City, the South Bay, the East Bay, the Monterey Bay area, and the San Joaquin Valley. The role focuses on revitalizing partner relationships, developing the team, and growing regional production, with support and autonomy to run the territory. The manager leads a team of 10 to 15 AFPs with varied experience and serves diverse communities. The role includes coaching in the field, working with funeral home owners, leading consumer presentations, promoting local lead generation, and using reporting to identify opportunities to improve production. The position is based in the Bay Area, with regular visits to local funeral homes, most nights at home, and approximately one week of travel per month. Leaders provide coaching on the funeral industry; prior industry experience is not required. Precoa describes its culture as centered on kindness, progression, and craftsmanship, with an emphasis on emotional intelligence, common sense, positivity, and authentic connection. The company says it is a national leader in the preneed industry and is headquartered in Portland, Oregon, with a satellite office in Utah.

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 prompt responses, proactive check-ins, 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.
  • Comfort with regular travel.

Nice To Haves

  • Insurance or other relationship-driven sales experience is a plus.
  • Bachelor’s degree or equivalent experience preferred.
  • Spanish fluency is a bonus.

Responsibilities

  • Mentor, motivate, and coach a team of 10 to 15 Advance Funeral Planners.
  • Build and maintain relationships with funeral home owners, adapting to their needs and priorities.
  • Lead consumer presentations and sell alongside the team.
  • Promote local lead generation.
  • Use reporting and production outcomes to identify growth opportunities and make business decisions.
  • Travel regularly throughout the territory and visit local funeral homes.

Benefits

  • 18 days of paid time off annually.
  • 10 paid holidays annually.
  • Minimum six weeks of parental leave.
  • Health, dental, and 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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