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The Pre-Planning Advisor (PPA) works from home or meets with client families in the field and is responsible for achieving quota by selling pre-need arrangements and services. The PPA serves families professionally, compassionately, and promptly, including supporting families during grief and following up to build lasting service relationships and generate referrals. The role also develops relationships within the community. The position involves prospecting, networking, presenting planning information, building trust-based relationships with families, and coordinating with funeral home and cemetery staff to provide seamless service from at-need arrangements through aftercare and future planning. The PPA is expected to remain flexible with their schedule and often works nights and weekends. Compensation is commission-based, with targeted first-year earnings of $50,000–$100,000 annualized; a significant portion of work hours are spent away from company premises.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED

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