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Pre Planning Advisor Jobs (NOW HIRING)

MISO

Generation Planning Advisor

Carmel, IN · On-site

$147K - $157K/yr

MISO is seeking a Generation Planning Advisor to help shape that future. This is a highly visible role for an experienced generation planning professional who thrives on solving complex industry ...

MISO Default Brand

Generation Planning Advisor

Carmel, IN · On-site

$150 - $200/hr

Job Summary MISO is seeking a Generation Planning Advisor to help shape the future for one of North America's largest electric systems. The role evaluates emerging resource adequacy and generation ...

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 ...

PNC Bank

Strategy & Planning Advisor

Pittsburgh, PA · On-site

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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Pre Planning Advisor information

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$33K

$136K

$182.5K

How much do pre planning advisor jobs pay per year?

As of Sep 9, 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 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 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 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 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 September 2026, with employment types broken down into 80% Full Time, and 20% Temporary. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $136,043 per year, or $65.4 per hour.

Re-engagement Planning Advisor

Huntsville, AL • On-site

Service Corporation International
See more jobs at Service Corporation Internationalexternal

$50K - $100K/yr

Full-time

Posted 14 days ago

Service Corporation International rating

6.4

Company rating: 6.4 out of 10

Based on 97 frontline employees who took The Breakroom Quiz

5th of 9 rated funeral services

Job description

Our associates celebrate lives. We celebrate our associates.

The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities include completing a training program which requires successfully complete course work, passing exams, and demonstrating the appropriate skills to begin fulfilling the following responsibilities.
Compassionate and results-driven sales representative to actively set appointments and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned cemetery/mausoleum property to meet their personal and cultural needs. Take pride in service excellence and a technology rich company to support revenue quota achievement.

Re-engagement Planning Advisor

JOB RESPONSIBILITIES

  • Develop trusting relationships with prospective and existing client families in order to generate sales leads. Updating prospective client contact information and detailed notes in Customer Relationship Management (CRM) sales system.
  • Take initiative to contact prospective clients and schedule sales appointments to meet prospective client's schedule, including evenings and weekends.
  • Appointments made at customers' residence, Dignity Memorial locations or virtually
  • Applying listening and empathy skills facilitates prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs. Explains insurance (trust) product features. Completes sales and insurance (trust) contracts ensuring accuracy and completeness.
  • Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop sales pipeline.
  • Coordinates sales efforts with team members and other departments as appropriate.
  • Seek out manager's coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.

MINIMUM Requirements

Education

  • High School Diploma or equivalent

Licenses

  • Ability to obtain and maintain insurance license as required by state/province
  • Current state/province issued driver's license with an acceptable driving record

Experience

  • Sales or Customer experience preferred
  • Previous experience with Customer Relationship Management (CRM) sales systems preferred

Knowledge, Skills and Abilities

  • Proficient computer skills including MS office suite
  • Proficient computer skills with CRM and Social Networking Apps preferred
  • Professional demeanor and communication skills
  • Bilingual, knowledge of another language preferred
  • Professional attire required when meeting with clients or representing the company
  • Available to work evenings and weekends

Work CONDITIONS

Work Environment
  • Work indoors during all seasons and weather conditions
  • Comply with Corporate dress code policy
Work Postures
  • Sitting continuously for many hours per day, up to 6 hours per day
Physical Demands
  • Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage
Work Hours
  • Working beyond "standard" hours as the need arises

Target Compensation Range: $50,000 to $100,000 annually.

#SCI

Postal Code: 35811Category (Portal Searching): SalesJob Location: US-AL - Huntsville

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