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Pre Planning Director Jobs (NOW HIRING)

Must be able to pass pre-hire background checks and other screenings. Supplemental Information The decisions, recommendations and relationships developed by the Planning Director help influence how ...

Planning Director

Mount Vernon, OH · On-site

$100 - $125/hr

Must be able to pass pre-hire background checks and other screenings. The decisions, recommendations and relationships developed by the Planning Director help influence how communities grow, how ...

Must be able to pass pre-hire background checks and other screenings. Supplemental Information The decisions, recommendations and relationships developed by the Planning Director help influence how ...

WI · On-site

$100 - $125/hr

You'll represent Milestone Funeral Partners by promoting the value of pre-planning while enjoying ... Current and active state Funeral Director and Life Insurance Producer licensures are required.

$100 - $125/hr

You'll represent Milestone Funeral Partners by promoting the value of pre-planning while enjoying ... Current and active state Funeral Director and Life Insurance Producer licensures are required.

Planning Manager

Vale, OR · On-site

$5.0K/mo

The employee confers with the Planning Director for professional assistance and/or advice. Work ... Conduct pre-application conferences when needed. * Perform front line interactions with the public ...

The employee confers with the Planning Director for professional assistance and/or advice. Work ... Conduct pre-application conferences when needed. Perform front line interactions with the public by ...

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Pre Planning Director information

See salary details

$53.5K

$122.2K

$189K

How much do pre planning director jobs pay per year?

As of Sep 9, 2026, the average yearly pay for pre planning director in the United States is $122,204.00, according to ZipRecruiter salary data. Most workers in this role earn between $98,000.00 and $144,000.00 per year, depending on experience, location, and employer.

What cities are hiring for Pre Planning Director jobs?

Cities with the most Pre Planning Director job openings:

What are popular job titles related to Pre Planning Director jobs?

For Pre Planning Director jobs, the most frequently searched job titles are:

Pre-Planning Advisor

Peoria, IL

Part-time

Re-posted 6 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.

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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