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Pre Planning Advisor Jobs (NOW HIRING)

Description The City is accepting applications for one position on the Planning Commission with the appointment to expire in 2027. The Commission meets monthly on the 2nd Thursday at 6pm. Minimum ...

Athens Orthopedic Clinic ("AOC") is the strongest private orthopedic practice in North Georgia with a 60-year tradition of clinical excellence. AOC offers an industry leading Orthopedic Platform that ...

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$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 are popular job titles related to Pre Planning Advisor jobs? For Pre Planning Advisor jobs, the most frequently searched job titles are:
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.
Planning Advisor* (Outside Sales)

Planning Advisor* (Outside Sales)

Forest Lawn Memorial-Park Association

Granada Hills, CA โ€ข On-site

$27/hr

Full-time

Medical, Dental, Life, Retirement

Posted 24 days ago


Job description

Description
Forest Lawn's Planning Advisors (Outside Sales Representatives) help families make important decisions ahead of time rather than having to make them when a death occurs. Members of our sales team benefit from the excellent name recognition and sterling reputation of Forest Lawn Memorial-Parks & Mortuaries. In addition, Forest Lawn provides extensive training to our Planning Advisors, so they can share the many benefits of preplanning to families throughout Southern California, all while earning a great income.
Why Pre-plan?
Families will greatly benefit from pre-planning for these very important services. With over 100 decisions to make at time of loss, the vast majority of families are unprepared and overwhelmed by all of the decisions that have to be made after a loved one passes away.
For someone who loves working with people, wants to make a difference in the lives of others, and enjoys the sales process, being a Forest Lawn Planning Advisor could be the perfect career choice. If you want to become part of a team who is dedicated to serving the community, apply today!
Requirements
Here's what you need in order to get started:
  • Retail/Inside or Outside sales experience with a proven track record of success
  • Professional & Ethical Individual
  • Possess Great Communication & Listening skills
  • Ability to Network easily and generate sales through prospecting, cold calling, B2B, & Door to Door sales.
  • Willingness to work flexible hours, including evenings, and weekends
  • Bilingual Ability is a Plus
  • Limited Life Insurance License is a Plus but not required
  • Valid CA Driver's License, including state required levels of active auto insurance, and the use of a reliable personal vehicle is required

Outstanding Compensation and Benefits Package Includes:
  • 16 weeks of Paid Classroom & Field Training
  • Generous Commissions with unlimited earning potential
  • Robust Lead Support System
  • Bonuses & Trip Incentives
  • Mileage Reimbursement
  • Company provided Laptop, Printer, and Cell Phone
  • Medical/Dental/Life Insurance
  • 401(k) with a matching contribution plan
  • Flexible Hours after Completion of the Training Program

Competitive Benefits
Forest Lawn takes pride in offering an excellent benefits package to our employees, which taken as a whole, leads our industry and is competitive with the benefits in just about any other industry.
Click here to learn more about our benefit offerings.
Drug Testing Policy
Prior to beginning employment, all job applicants who receive a job offer will be required to voluntarily submit to a drug screening test conducted by a laboratory designated by Forest Lawn. The drug screening method is a hair collection test that will detect the use of illegal drugs within the past 90 days. A positive drug test may result in the withdrawal of the job offer.
E-Verify Statement
Forest Lawn has registered to participate in the federal government's E-Verify program. With E-Verify we are able to confirm the employment authorization of all newly hired employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. With respect to new hires, the E-Verify process is completed in conjunction with a new hire's completion of the Form I-9, Employment Eligibility Verification upon commencement of employment. E-Verify is not used as a tool to pre-screen candidates.
For up-to-date information on E-Verify, go to https://www.e-verify.gov/employees/e-verify-overview.
Fair Chance Initiative for Hiring Ordinance
Forest Lawn will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.