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Funeral Pre Planning Advisor Jobs (NOW HIRING)

PNC

Strategy & Planning Advisor

Pittsburgh, PA

As a Strategy & Planning Advisor within PNC's Retail organization, you will be based in Pittsburgh, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

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PNC Bank

Strategy & Planning Advisor

Pittsburgh, PA

As a Strategy & Planning Advisor within PNC's Retail organization, you will be based in Pittsburgh, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

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Funeral Pre Planning Advisor information

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$33K

$136K

$182.5K

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

As of Aug 17, 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.

Sales - Advance Planning Funeral Director

Milestone Funeral Partner

Montpelier, VT • On-site

$85K - $125K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

Milestone Funeral Partners is seeking an experienced and compassionate Advance Planning Director to help individuals and families plan ahead with confidence and peace of mind. This full-time opportunity is based remotely in Vermont and offers competitive compensation, comprehensive benefits, and the chance to build a rewarding career with one of the Northeast's leading funeral service organizations.

Why Join Milestone?

When you join Milestone, you're becoming part of a team that is deeply connected to the communities we serve. Every day, your work helps families navigate some of life's most difficult moments with compassion, dignity, and exceptional care. We value your expertise, invest in your growth, and help you build a career with purpose.

About the Role

As an Advance Planning Director, you'll serve as a trusted advisor, helping individuals and families make informed decisions about funeral, cremation, and memorial arrangements before they're needed. Leveraging your expertise as a Licensed Funeral Director and Licensed Life Insurance Producer, you'll educate families on their options and help ensure their wishes are thoughtfully planned and financially protected.

This role is ideal for a relationship-driven professional who enjoys educating families, building community connections, and making a meaningful impact through advance planning. You'll represent Milestone Funeral Partners by promoting the value of pre-planning while enjoying the flexibility to build your schedule and work from any of our Vermont funeral home locations.

Current and active state Funeral Director and Life Insurance Producer licensures are required. Regular travel throughout the assigned region (up to 50%) is expected.

What You'll Do

Family Care and Consultation

  • Assist families in selecting funeral, cremation, and memorialization options that meet their personal, cultural, and financial needs
  • Educate families on the benefits of advance planning and funding options in a compassionate and professional manner

Administrative and Compliance Duties

  • Complete all required documentation with accuracy and attention to detail, ensuring compliance with state and federal regulations
  • Maintain accurate records, contracts, and client information in the company’s CRM system
  • Manage all paperwork related to insurance-funded prearrangements in accordance with applicable laws and company policy

Community Engagement and Outreach

  • Actively represent the funeral home at community events, senior groups, and civic organizations to promote advance planning education
  • Deliver professional and engaging presentations to small and large groups
  • Build and maintain strong relationships with community partners, clergy, and local organizations

Reporting and Communication

  • Provide regular updates to management on family interactions, sales performance, and community engagement activities
  • Gather and communicate client feedback to help improve service delivery and outreach efforts

What You’ll Bring

Required Qualifications

  • Active Funeral Director License in the state of employment
  • Active Life Insurance License or ability to obtain license within 60 days of hire
  • Valid driver’s license and reliable personal vehicle
  • Prior experience in advance planning or funeral service is preferred but not required

Benefits & Perks

Our employees enjoy a competitive compensation package, comprehensive medical, dental, and vision coverage, paid time off and holidays, retirement savings plan (401k), access to an Employee Assistance Program (EAP), and more.

About Our Team

At Milestone Funeral Partners, our employees are our greatest investment. Across every location, our leaders are committed to creating an environment where staff feel supported, trusted, and empowered to grow. We provide the tools, training, and opportunities needed to build rewarding careers while nurturing a culture of collaboration, respect, and continuous learning.