Preplanning Advisor 4.1 4.1 out of 5 stars 25002 Moulton Parkway, Laguna Woods, CA 92637 $55,000 - $75,000 a year - Full-time Envision Strategic Partners 11 reviews Profile insights Find out how your skills align with the job description Licenses Do you have a valid Life Insurance License license? Yes No Skills Do you have experience in Time management ? Yes No Job details Here's how the job details align with your . Pay $55,000 - $75,000 a year Job type Full-time Shift and schedule 8 hour shift Weekends as needed Evenings as needed Benefits Pulled from the full job description Flexible schedule Professional development assistance Referral program Tuition reimbursement Full job description About Envision Strategic Partners: Envision Strategic Partners is a leading organization dedicated to preparing families for the future through comprehensive preneed funeral planning. Our team specializes in developing highly skilled sales professionals in a recession-resistant industry that provides essential peace of mind for families. Whether you are an experienced agent or seeking a meaningful entry into the field, this role offers the potential to earn a great income with uncapped commissions while making a lasting difference in the lives of our families. The Role: As a Preplanning Advisor with Envision Strategic Partners, you will play a vital role in guiding families through the process of pre-arranging their funeral services. This is a high-impact role in a growing field: every day, more than 10,000 Baby Boomers reach retirement age, and demand for preneed services is rising. This is a unique opportunity to establish yourself in a field that combines financial success with profound client service. What We Provide: Comprehensive Sales Training : Receive in-depth training and ongoing support from our experienced Regional Sales Managers. Exclusive Lead Generation : Leads from targeted sources, including seminars, Veteran Outreach, community events, and aftercare programs. Technology and Marketing Support : Access to CRM software, sales materials, and dedicated marketing support. Professional Development : Regular team and individual strategy sessions to enhance performance and career growth. Earnings Potential and Incentives : Weekly commissions, monthly bonuses, and annual recognition programs, including all-expenses-paid travel. Key Responsibilities: Serve as a trusted advisor to clients, helping them make informed decisions about preneed arrangements. Maintain consistent follow-up with clients to ensure satisfaction and address any questions. Professionally represent Envision Strategic Partners in community outreach and client interactions. Manage client relationships with a high level of care and integrity. Commit to ongoing development and training to continually refine your skills. Ideal Qualifications: Active Life Insurance License Self-motivated, with excellent time-management abilities. Strong communication and interpersonal skills. Comfort with coaching and mentorship from senior sales leaders. A professional presence with the ability to empathize and connect with client families. Reliable transportation and ability to obtain relevant licensing (licensing costs reimbursed upon appointment). Funeral Experience preferred Why Join Us? Impactful Work : Join a field where you make a real difference in clients' lives. Stability : Work in a recession-proof industry that offers lasting career security. Growth Opportunities : Enjoy a clear path to leadership and management roles. Become part of a team that values professionalism, integrity, and meaningful client service. Start your journey with Envision Strategic Partners as a Preplanning Advisor today. Job Type: Full-time Pay: $55,000.00 - $75,000.00 per year Benefits: Flexible schedule Professional development assistance Referral program Tuition reimbursement Schedule: 8 hour shift Evenings as needed Weekends as needed Work Location: In person If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process. loading