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Pre-Planning Sales Consultant (Family Services)

Green Bay, WI · On-site

$75K - $100K/yr (+ commission)

Pre-Planning Sales Consultant (Family Services) - Green Bay, WI We're seeking a Pre-Planning Sales ... funeral home owners and operators.

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Union Funeral Pre Planning information

See salary details

$26K

$53.2K

$105.5K

How much do union funeral pre planning jobs pay per year?

As of Sep 2, 2026, the average yearly pay for union funeral pre planning in the United States is $53,170.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $58,000.00 per year, depending on experience, location, and employer.

What is union funeral pre planning?

Union funeral pre planning is the process of arranging and funding funeral services in advance for union members. This service helps individuals and their families make important decisions about funeral preferences ahead of time, often securing fixed prices and relieving loved ones of emotional and financial burdens during a difficult period. Union funeral pre planning may also include specialized benefits or discounts negotiated by unions, ensuring that members receive dignified services tailored to their wishes.

What skills and qualifications are needed to thrive as a union funeral pre planning specialist?

To thrive as a Union Funeral Pre-Planning Specialist, you need a solid understanding of funeral services, pre-need planning, and relevant state licensure or certification. Familiarity with customer relationship management (CRM) systems and pre-need insurance products is typically required. Exceptional interpersonal skills, active listening, and sensitivity help build trust with clients during emotionally challenging conversations. These competencies ensure that clients' wishes are accurately documented and that the pre-planning process is handled with professionalism and compassion.

What are common challenges faced by professionals in union funeral pre planning roles, and how can they be addressed?

Professionals working in Union Funeral Pre Planning often encounter challenges such as navigating sensitive conversations with families, coordinating with union representatives, and ensuring compliance with union-specific benefits. Building strong communication skills, maintaining empathy, and staying informed about union policies are essential to overcoming these hurdles. Additionally, collaborating closely with funeral directors, benefits coordinators, and legal advisors helps ensure that all arrangements are handled smoothly and respectfully.

What is the difference between Union Funeral Pre Planning vs Funeral Director?

AspectUnion Funeral Pre PlanningFuneral Director
CredentialsPre-arranged plans, sometimes union-specific certificationsLicensed funeral service license, certifications
Work EnvironmentPre-planning meetings, client consultations, office settingsFuneral homes, memorial services, client interactions
Employer & IndustryUnion-affiliated funeral service providers, pre-planning departmentsFuneral homes, mortuaries, memorial service providers

Union Funeral Pre Planning involves arranging funeral services in advance, often through union-affiliated programs, focusing on client consultations and pre-arranged plans. Funeral Directors are licensed professionals who manage funeral services, coordinate arrangements, and oversee the entire funeral process. While both roles involve funeral services, Union Funeral Pre Planning emphasizes pre-arranged plans and client education, whereas Funeral Directors handle the execution of funeral services from start to finish.

What cities are hiring for Union Funeral Pre Planning jobs?

Cities with the most Union Funeral Pre Planning job openings:

What are the most commonly searched types of Funeral Pre Planning jobs?

The most popular types of Funeral Pre Planning jobs are:

What states have the most Union Funeral Pre Planning jobs?

States with the most job openings for Union Funeral Pre Planning jobs include:

Union Funeral Pre Planning jobs near you

Pre-Planning Advisor Trainee

Service Corporation International

Saint Louis, MO

Full-time

Re-posted 22 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, presents at-need cemetery and pre-need arrangement services and products to consumers. Responsible for achieving monthly sales target. As a self-starter, develops relationships within the community to generate qualified leads. Follows up on leads generated from marketing campaigns to qualify lead and schedule sales appointments. Follow-up with client families for referrals by establishing professional relationships and service excellence.

Job Responsibilities

Revenue Generation

  • Responsible for attaining or exceeding monthly sales revenue quota.  Applying sales skills, presents Dignity Memorial® Personal Planning Guide electronic power point presentations to consumers informing them of at-need cemetery and pre-need arrangement services and products.  Influences consumer on the benefits of pre-planning for a soft close. 
  • Guides and tours prospective families through cemetery grounds or crematory mausoleums actively listening to needs, asking probing questions, and discussing options.  Develops an understanding of each family’s unique needs and offers solutions to meet their needs. Provides service beyond expectations to form the foundation for future sales.  Promotes the SCI Brand and service excellence.   
  • Following company processes and procedures, thoroughly and accurately completes contracts; follows up on outstanding documents and family questions. Provides and walks family through final contract.  Addresses final questions. 

Prospecting

  • Self-initiates leads throughout the community, professional networks, civic, businesses, and organizations by building professional and reliable relationships.  Prospects at least 50% of workday such as approaching families face-to-face during events, door knocking, or seminars.  Maintains and tracks activity levels in Customer Relationship Management (CRM) database to ensure productivity, often works nights and weekends
  • Obtains referrals from families served through after care visits (ACV).
  • Schedules sales appointments.  Based on qualifying lead, prepares marketing materials or cultural knowledge for appointments.

Build Relationships with Families

  • Establishes and maintains professional and service oriented relationships with families by connecting with the family, resolving their concerns and needs, and meeting commitments.  Connects with families through listening, honest communication and genuine concern
  • Supports families in time of grief with acts of kindness; attends services and/or receptions.
  • Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future

Teamwork

  • Collaborates and builds professional working relationships with management and staff to provide high quality services and improve processes
  • Shares family concerns with rest of the SCI team

Minimum Requirements

Education

  • High school diploma or equivalent required
  • college coursework preferred

License

  • Funeral Directors License where required by state law
  • Life Insurance license where required by state law; company will support obtaining licensing
  • Current state/province issued driver’s license with an acceptable driving record

Experience

  • Sales experience preferred
  • Industry experience a plus
  • Previous Customer Relationship Management (CRM) systems experience a plus

Skills and Abilities

  • Computer and technology skills
  • Goal oriented self-starter
  • Public speaking ability; comfortable presenting to small groups
  • Ability to work well in a team, as well as independently
  • Ability to work a significant number of evenings and weekends
  • Bilingual is a plus
Postal Code: 63109 Category (Portal Searching): Sales Job Location: US-MO - St. Louis

Company Description

We are proud to be North America's leading provider of funeral, cremation and cemetery services.

Our nearly 25,000 associates are driven by our guiding purpose to compassionately support families during their most difficult times, celebrate the significance of life and preserve memories that transcend generations.

We’ve created a culture of Service Excellence to our families and to each other. It’s the reason more than 600,000 families turn to us each year to care for their loved ones.

What Service Corporation International employees say

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