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Pre Planning Advisor Jobs (NOW HIRING)

Texarkana Funeral Home

Pre Planning Advisor

Texarkana, TX · On-site

$45K - $75K/yr

Meet with individuals and families to educate them on pre-planning funeral and cemetery arrangements * Build trust-based relationships and guide clients through thoughtful decision-making * Generate ...

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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How much do pre planning advisor jobs pay per year?

As of May 28, 2026, the average yearly pay for 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 are the key skills and qualifications needed to thrive as a Pre Planning Advisor, and why are they important?

To thrive as a Pre Planning Advisor, you need a strong background in customer service, sales, and knowledge of funeral or end-of-life planning, often supported by relevant certifications or training in the industry. Familiarity with CRM software, digital planning tools, and industry-specific regulations is typically required. Excellent interpersonal skills, empathy, and the ability to communicate complex information sensitively are crucial soft skills in this role. These capabilities ensure clients receive compassionate guidance and clear information, fostering trust and satisfaction during emotionally sensitive times.

What are some common challenges Pre Planning Advisors face when working with clients, and how can they overcome them?

Pre Planning Advisors often encounter clients who feel uncomfortable discussing end-of-life arrangements or are unsure about making long-term decisions. To address this, advisors need strong communication and empathy skills to guide conversations sensitively and provide clear information. Building trust and patiently answering questions helps clients feel more confident, while ongoing training in new products and regulations ensures advisors can offer the best possible guidance.

What is a Pre Planning Advisor?

A Pre Planning Advisor is a professional who helps individuals and families make arrangements for end-of-life services in advance. They guide clients through decisions about funeral or memorial services, burial or cremation options, and related financial planning. By working with a Pre Planning Advisor, people can ensure their wishes are documented and relieve loved ones from making difficult decisions during a stressful time. These advisors also explain various plans, answer questions, and help with the necessary paperwork. Their role is to provide peace of mind and help clients make informed choices.

What is the difference between Pre Planning Advisor vs Construction Scheduler?

AspectPre Planning AdvisorConstruction Scheduler
CredentialsTypically requires a degree in construction management, civil engineering, or related fieldOften requires similar degrees or certifications in project management or scheduling software
Work EnvironmentInvolves planning, project design, and coordination during project initiationFocuses on developing and maintaining project schedules during construction
Industry UsageUsed in pre-construction phases across construction projectsUsed throughout construction to track progress and timelines

While both roles are essential in construction projects, the Pre Planning Advisor focuses on initial planning and project setup, whereas the Construction Scheduler manages ongoing schedules during construction. Understanding these differences helps in selecting the right career path or hiring the appropriate professional for project success.

More about Pre Planning Advisor jobs
What states have the most Pre Planning Advisor jobs? States with the most job openings for Pre Planning Advisor jobs include:
What job categories do people searching Pre Planning Advisor jobs look for? The top searched job categories for Pre Planning Advisor jobs are:
What are popular job titles related to Pre Planning Advisor jobs? For Pre Planning Advisor jobs, the most frequently searched job titles are:
Pre Planning Advisor jobs near you
Infographic showing various Pre Planning Advisor job openings in the United States as of May 2026, with employment types broken down into 4% As Needed, 85% Full Time, and 11% Part Time. Highlights an 56% Physical, 12% Hybrid, and 32% Remote job distribution, with an average salary of $136,043 per year, or $65.4 per hour.
Pre-Planning Advisor

Pre-Planning Advisor

Service Corporation International

Peoria, IL

Part-time

Posted 22 days ago

Service Corporation International rating

6.8

Company rating: 6.8 out of 10

Based on 89 frontline employees who took The Breakroom Quiz

3rd of 8 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

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