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Pre Planning Advisor Jobs (NOW HIRING)

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Planning and Performance Advisor

Chicago, IL · On-site

$109K - $195K/yr

Experience of early-stage planning for medium to large projects (pre-execute) to understand the wider project context, business drivers and development of Project Coordination Procedures. * Well ...

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$33K

$136K

$182.5K

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.

Memorial Planning Advisor

Archdiocese of Newark

Franklin Lakes, NJ • On-site

$7K/wk

Other

Medical, Dental, Life, Retirement

Posted 14 days ago

Job description

POSITION DESCRIPTION

Position: Memorial Planning Advisor

Department: Catholic Cemeteries

Reports To: Sales Manager

Classification: Exempt

General Description

The Memorial Planning Advisor assists families who wish to obtain the Right of Interment in an Archdiocesan cemetery or mausoleum.

Specific Duties/Responsibilities

The following specific responsibilities are representative of the duties required in this position. They may be unilaterally but reasonably changed based on the working environment and departmental needs.

  • Able to learn and promote the Order of Christian Funerals with the families of the Archdiocese.
  • Willing to learn and understand the bereavement process.
  • Meet with families in their homes to discuss Pre-Need Planning for mausoleum or cemetery space.
  • Procure and complete sales agreement and all other necessary documents to the transaction.
  • Assist families who wish to obtain memorialization in the mausoleum.
  • Available to work designated mausoleum/cemetery duty days.
  • Able to work well in a team atmosphere.
  • Able to set and meet yearly sales forecasts.
  • Maintain a sales lead database and follow-up on sales leads within a five-day period with a visit to the home.
  • Solicit new business through surveys, referrals, and reworks.
  • Attend weekly sales meetings and special training sessions .
  • Maintain Personal records of activity.
  • Other duties as assigned.

Qualifications/Skills

  • Highly motivated self-starter with superior communication skills
  • New Jersey driver's license with a clean driving record and reliable personal transportation
  • Practicing Catholic with a strong commitment to the overall Mission of the Archdiocese of Newark

Education and/or Experience (Preferred)

  • College degree required.
  • Prior sales experience preferred.
  • Knowledge of Excel/Access/Word & PowerPoint helpful.
  • Bi-lingual a plus


Physical Demands

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Rev. 01/2025



Monday - Sunday (flexible)
8 AM - 4 PM
This position is for Northeastern New Jersey.
40 hours weekly
Northern New Jersey area
BENEFITS: A) Health Insurance B) Dental Insurance C) Life Insurance D) Pension E) Disability and F) Voluntary 403b Plan
Newly hired Memorial Planning Advisors will be paid a weekly training salary for a period not to exceed twelve (12) weeks from date of hire. The maximum base salary for the twelve-week training period shall be $7,000.
At the conclusion of the twelve-week training period, the Memorial Planning Advisors’ compensation shall be based on 100% commission.