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Advanced Planning Counselor Jobs (NOW HIRING)

Trust Counsel PL

Estate Planning Paralegal

Miami, FL

$65K - $80K/yr

Our vision is to continue expanding our advanced planning and private wealth division -- and we ... Demonstrated competence in working with multiple databases (e.g., Clio, Monday.com, Wealth Counsel ...

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How much do advanced planning counselor jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for advanced planning counselor in the United States is $25.24, according to ZipRecruiter salary data. Most workers in this role earn between $19.71 and $28.85 per hour, depending on experience, location, and employer.

What are some common challenges faced by Advanced Planning Counselors, and how can they be effectively managed?

Advanced Planning Counselors often encounter challenges such as discussing sensitive end-of-life topics with clients and navigating emotional conversations with families. Building strong communication skills and demonstrating empathy are crucial for gaining trust and guiding clients through difficult decisions. Additionally, staying organized and knowledgeable about legal and financial regulations helps ensure that clients receive accurate information and support. Regular training and collaboration with colleagues in funeral services, legal, or financial departments can also help counselors stay updated and effectively manage these challenges.

What jobs pay 10,000 a month without a degree?

An Advanced Planning Counselor typically requires specialized training or certification rather than a degree, and such roles may offer high earning potential depending on experience and client base. However, most jobs paying $10,000 a month without a degree are in sales, real estate, entrepreneurship, or skilled trades, where income is often commission-based or performance-driven. Success in these fields depends on skills, networking, and market demand rather than formal education alone.

What occupations make $500,000 a year?

Advanced Planning Counselors typically do not earn $500,000 annually; such high salaries are usually found in executive roles, specialized medical professionals, or successful entrepreneurs. High-paying occupations often require advanced degrees, extensive experience, or ownership of a business. Salary levels vary based on industry, location, and individual performance.

What is the difference between Advanced Planning Counselor vs Financial Advisor?

AspectAdvanced Planning CounselorFinancial Advisor
CredentialsCertifications like CFP, ChFC often preferredCFP, CFA, or similar certifications common
Work EnvironmentFinancial institutions, planning firms, insurance companiesIndependent or firm-based, client-facing roles
Industry UsageUsed in insurance, estate, and retirement planningBroader financial services, investment advice

Both roles require financial certifications and work in client advisory settings. An Advanced Planning Counselor specializes in estate, retirement, and insurance planning, often within insurance or financial firms. Financial Advisors provide comprehensive investment and financial planning services, sometimes covering broader financial products. While overlapping in credentials and client interaction, their focus areas and industry usage differ slightly.

What job should I do if I like planning?

An Advanced Planning Counselor typically works in financial or educational settings, helping clients develop strategies and organize resources. If you enjoy planning, careers such as project manager, event planner, or financial advisor may also suit your interests, often requiring strong organizational skills and attention to detail.

What is an advanced planner job description?

An advanced planning counselor is responsible for developing and implementing strategic plans to meet organizational goals, often involving data analysis, forecasting, and resource allocation. They typically require strong analytical skills, knowledge of planning tools, and relevant certifications, working in environments that demand high-level coordination and decision-making.

What are the key skills and qualifications needed to thrive as an Advanced Planning Counselor, and why are they important?

To thrive as an Advanced Planning Counselor, you need a solid background in sales, customer service, and knowledge of pre-need funeral or cemetery arrangements, often supported by relevant state licensing. Familiarity with CRM software, contract management systems, and compliance regulations is typically required. Exceptional interpersonal skills, active listening, and compassion help build trust with clients during sensitive planning discussions. These skills are crucial for providing personalized guidance, ensuring legal compliance, and fostering long-term client relationships in a delicate industry.

What is an Advanced Planning Counselor?

An Advanced Planning Counselor is a professional who assists individuals and families in making arrangements for end-of-life services, such as funeral or memorial planning, before the need arises. They help clients understand their options, make informed decisions, and often guide them through the legal and financial aspects of pre-arrangement. This role involves compassion, attention to detail, and strong communication skills to ensure clients' wishes are documented and respected. Advanced Planning Counselors often work for funeral homes, cemeteries, or related service providers. Their goal is to provide peace of mind by relieving families of emotional and financial burdens during difficult times.
More about Advanced Planning Counselor jobs
What job categories do people searching Advanced Planning Counselor jobs look for? The top searched job categories for Advanced Planning Counselor jobs are:
Advanced Planning Counselor jobs near you
Infographic showing various Advanced Planning Counselor job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $52,492 per year, or $25.2 per hour.
Advanced Planning Counselor

Advanced Planning Counselor

Carriage Services

Metairie, LA

Other

Posted 14 days ago

Carriage Services rating

5.9

Company rating: 5.9 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

5th of 8 rated funeral services

Job description

Advanced Planning Sales Counselor - Outside Sales Representative

At Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this exciting journey as we continue to shape the future of our industry. Carriage Services is an equal opportunity employer.

The Advanced Planning Representative is accountable for assisting families, who need to make pre-need cemetery property, funeral, and cremation arrangements, with the selection of services and merchandise, ensuring the expectations of client families and their guests are exceeded. Seeking an Advanced Planning Sales Counselor for Garden of Memories located in Metairie, Louisiana.

MUST HAVE SALES EXPERIENCE

Paid training - 12 weeks

Compensation: Hourly rate + Commission/Bonus (Unlimited earning potential) during training then commission based.

Extra income opportunity

Job-Type: Full-Time

Location: Garden of Memories located in Metairie, Louisiana

What we can offer:


Make what you want: Earn competitive compensation that you control by setting and closing appointments (no earning cap)

Advance your career: A current life insurance license or ability to obtain one will give you professional credentials to use now and in the future. We promote from within!

Must have qualifications:

  • A desire to make money while helping people

  • Strong telephone, interpersonal, and communications skills

  • High level of compassion and integrity

  • Independent, self-reliant, and self-motivated.

  • Must be able to multi-task, set priorities and manage appointments

Qualifications:

  • High school diploma or equivalent required; some college or college degree preferred.

  • Proven track record of success in outside sales production strongly preferred.

  • May require the possession (or ability to obtain) an insurance license as required by applicable law.

  • Valid drivers license in good standing and acceptable driving record.

  • Minimum of 2 years of sales experience

  • Ability to read, write and speak English fluently - BI-LINGUAL IS A PLUS.

Job Duties:

  • Meets with client families on a pre-need basis to ensure that they are presented with all options pertaining to cemetery, funeral, and cremation services and the related merchandise.

  • Works independently away from the location to solicit new leads, referrals, and sales opportunities.

  • Proactively creates and makes sales away from the location with little to no supervision.

  • Establishes a professional relationship with client families to ensure that all needs are being met.

  • Represents the company in a professional and caring manner, maintaining a professional personal appearance and employing honesty, integrity, and ethical methods of performing duties.

  • Develops new prospects and community-based contacts through various methods, including cold calling, telephone solicitation, seminar attendance, and referrals.

  • Maintains positive and proactive communication and cooperation with all departments to ensure a smooth service process for the family.

  • Actively participates in all required location and company training initiatives.

  • Reports all progress to the Sales Manager (or Unit Leader) as directed, completing and submitting all required reports in a timely manner.

  • Responsible for adhering to pricing structures, completing all paperwork accurately and timely, and for submitting all contracts, required documents, and payments to the business office within required deadlines.

What Carriage Services employees say

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