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Funeral Pre Planning Advisor Jobs (NOW HIRING)

Service Corporation International

Pre Planning Advisor

Monrovia, CA · On-site

$50K - $350K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We're more than North America's largest provider of funeral, cremation and cemetery services. We are mothers, fathers, sisters, brothers, sons and daughters who are devoted to the communities where ...

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Funeral Pre Planning Advisor information

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$136K

$182.5K

How much do funeral pre planning advisor jobs pay per year?

As of Aug 15, 2026, the average yearly pay for funeral pre planning advisor in the United States is $136,043.00, according to ZipRecruiter salary data. Most workers in this role earn between $128,500.00 and $170,000.00 per year, depending on experience, location, and employer.

What is a funeral pre planning advisor?

Funeral Pre Planning Advisors are professionals who assist individuals and families in making arrangements for funerals and related services in advance. They help clients make important decisions about funeral preferences, payment options, and documentation, ensuring that wishes are clearly outlined and financially prepared for. By working with these advisors, people can relieve their loved ones from the burden of making difficult decisions during an emotional time and often lock in current prices for services.

What are the key skills and qualifications needed to thrive as a funeral pre planning advisor, and why are they important?

To thrive as a Funeral Pre Planning Advisor, you need a solid understanding of funeral service arrangements, regulatory compliance, and sales processes, often supported by relevant certifications or state licensure. Familiarity with customer relationship management (CRM) software, contract management systems, and industry-specific planning tools is typically required. Compassion, excellent listening skills, and the ability to communicate sensitive information tactfully make someone stand out in this role. These skills are crucial for building trust with clients, ensuring legal and ethical compliance, and providing tailored, supportive guidance during pre-planning discussions.

What are some common challenges funeral pre planning advisors face when guiding families through pre-need arrangements?

Funeral Pre Planning Advisors often encounter the challenge of discussing sensitive topics like end-of-life decisions with clients who may be uncomfortable or emotional. Building trust and providing clear, compassionate guidance is essential to help families make informed choices. Advisors must also stay organized and detail-oriented to ensure all legal, financial, and personal wishes are accurately documented. Navigating various cultural or religious preferences and working collaboratively with funeral directors and administrative staff are also key aspects of the role.
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Funeral Pre Planning Advisor jobs near you
Infographic showing various Funeral Pre Planning Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $136,043 per year, or $65.4 per hour.

Pre-Planning Advisor

Service Corporation International

Peoria, IL • On-site

Full-time

Re-posted 11 days ago

Service Corporation International rating

6.7

Company rating: 6.7 out of 10

Based on 94 frontline employees who took The Breakroom Quiz

5th of 9 rated funeral services

Job description

Our associates celebrate lives. We celebrate our associates.

Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPA serves families in a professional, caring and timely manner. Follow-up and generation of referrals from client families are integral to success and to establish a strong service relationship with families. The PPA also develops relationships with the community.

Job Responsibilities

Lead Generation

  • Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery arrangements and pre-need arrangements using company tools, processes and standards

  • Holds self accountable for prospecting a minimum of 4 hours every day (if working 8 hours) such as approaching families face-to-face during events, door knocking or group seminars

  • Obtains referrals from families served by the location by following up through visits with families after the service

  • Networks and builds community and civic relationships

  • Explains and presents Dignity Memorial® Personal Planning Guide presentations to families served and referred families

  • Maintains and tracks activity levels to ensure productivity

  • Remains flexible with schedule to achieve results; often works nights and weekends

Build Relationships with Families

  • Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through

  • Responds to client inquiries in a timely, respectful, sensitive and professional manner

  • Supports families in time of grief with acts of kindness

  • Connects with families through listening, honest communication and genuine concern

  • Develops an understanding of each family’s unique needs and offers solutions that provide value to them

  • Stays in touch with families to ensure satisfaction

  • Prepares for all appointments and performs all procedures with professionalism and attention to detail

  • Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships

  • Builds trust-based relationships to earn the right to ask for referrals

  • Earns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning

Teamwork

  • Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staff

  • Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service

  • Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future

  • Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales

  • Acts as one team, setting arrangement continuation visits within two to three days after the service

  • Shares family concerns with rest of the SCI team

Minimum Requirements

Education

  • High school education or equivalent

  • 1-2 years of college or equivalent experience

License

  • Current state/province issued driver’s license with an acceptable driving record

  • In states/provinces where required, must hold a Funeral Directors License to perform this role

Experience

  • Sales experience or one to two years industry experience or equivalent education

  • Previous experience with Customer Relationship Management (CRM) systems is a plus

Knowledge, Skills and Abilities

  • Basic computer and technology skills within a sales environment

  • Ability to work well in a team, as well as independently

  • Ability to work beyond “standard” hours as the need arises

  • Good driving record

  • Good work ethic

  • High-level of integrity

  • Creative, outgoing and energetic

  • Comfortable presenting in front of others

  • Desire to help others

  • Bilingual, knowledge of another language is a plus

Postal Code: 61604Category (Portal Searching): SalesJob Location: US-IL - Peoria

Company Description

We are proud to be North America's leading provider of funeral, cremation and cemetery services.

Our nearly 25,000 associates are driven by our guiding purpose to compassionately support families during their most difficult times, celebrate the significance of life and preserve memories that transcend generations.

We’ve created a culture of Service Excellence to our families and to each other. It’s the reason more than 600,000 families turn to us each year to care for their loved ones.

What Service Corporation International employees say

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