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Pre-Planning Sales Advisor

Job

Envision Strategic Partners

Duncan Falls, OH (In Person)

$60,000 Salary, Full-Time

Posted 3 weeks ago (Updated 1 week ago) • Actively hiring

Expires 6/11/2026

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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 Farus Funeral Home. 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 or willingness to attain license. Self-motivated, with excellent time-management abilities. Strong communication and interpersonal skills. Comfort with coaching and mentorship from senior sales leaders. Professional appearance and clothing/attire appropriate for funeral career. Valid drivers license and reliable transportation. Criminal background check and credit history check required for licensing. 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 #np1
Job Type:
Full-time Pay:
$50,000.00
  • $70,000.
00 per year
Benefits:
Flexible schedule
Work Location:
In person Pre-Planning Sales Advisor 4.2 4.2 out of 5 stars Duncan Falls, OH 43734 $50,000
  • $70,000 a year
  • Full-time Envision Strategic Partners 23 reviews $50,000
  • $70,000 a year
Full-time 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 Farus Funeral Home. 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 or willingness to attain license. Self-motivated, with excellent time-management abilities. Strong communication and interpersonal skills. Comfort with coaching and mentorship from senior sales leaders. Professional appearance and clothing/attire appropriate for funeral career. Valid drivers license and reliable transportation. Criminal background check and credit history check required for licensing. 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 #np1
Job Type:
Full-time Pay:
$50,000.00
  • $70,000.
00 per year
Benefits:
Flexible schedule
Work Location:
In person

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