Pre Planning Sales Advisor

Envision Strategic Partners β€’ Long Beach, CA

Company

Envision Strategic Partners

Location

Long Beach, CA

Type

Full Time

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 Sales Advisor with Envision Strategic Partners, you will play a vital role in guiding families through the process of pre-arranging their funeral services alongside Sacramento Memorial Lawn. 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: β€’ Comprehensive Sales Training: Receive in-depth training and ongoing support from our experienced Regional Sales Managers. β€’ Exclusive Lead Generation: Leads from targeted sources, including seminars, Veteran Outreach, community events, and aftercare programs. β€’ Technology and Marketing Support: Access to CRM software, sales materials, and dedicated marketing support. β€’ Professional Development: Regular team and individual strategy sessions to enhance performance and career growth. β€’ Earnings Potential and Incentives: Weekly commissions, monthly bonuses, and annual recognition programs, including all-expenses-paid travel. Key Responsibilities: β€’ Serve as a trusted advisor to clients, helping them make informed decisions about preneed arrangements. β€’ Maintain consistent follow-up with clients to ensure satisfaction and address any questions. β€’ Professionally represent Envision Strategic Partners in community outreach and client interactions. β€’ Manage client relationships with a high level of care and integrity. β€’ Commit to ongoing development and training to continually refine your skills. Ideal Qualifications: β€’ Active Life Insurance License or willingness to attain license. β€’ Self-motivated, with excellent time-management abilities. β€’ Strong communication and interpersonal skills. β€’ Comfort with coaching and mentorship from senior sales leaders. β€’ Professional appearance and clothing/attire appropriate for funeral career. β€’ Valid drivers license and reliable transportation. β€’ Criminal background check and credit history check required for licensing. Why Join Us? β€’ Impactful Work: Join a field where you make a real difference in clients’ lives. β€’ Stability: Work in a recession-proof industry that offers lasting career security. β€’ 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. #hp1 Job Type: Full-time Pay: $50,000.00 - $70,000.00 per year Benefits: β€’ Flexible schedule Supplemental Pay: β€’ Commission pay Work Location: In person
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Date Posted

06/25/2025

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