Preplanning Sales Advisor

Preplanning Sales Advisor Envision Strategic Partners - 4.2 Tacoma, WA Job Details Full-time $50,000 - $70,000 a year 5 hours ago Benefits Flexible schedule Qualifications Customer communication

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 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 Scott 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 Pay:

$50,000.00 - $70,000.00 per year

Benefits:

Flexible schedule

Work Location:

In person