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Pre-Planning Advisor | SCI Jobs

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SCI Shared Resources, LLC Pre-Planning Advisor in Carolina, Puerto Rico

Our associates celebrate lives. We celebrate our associates.

Consider the possibilities of joining a Great Place to Work!

Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need arrangements and services. The PPA serves families in a professional, caring and timely manner. Follow-up and generation of referrals from client families are integral to success and to establish a strong service relationship with families. The PPA also develops relationships with the community.


Lead Generation

  • Consistently networks and builds relationships to generate recommendations for gaining referrals for both at-need cemetery arrangements and pre-need arrangements using company tools, processes and standards

  • Holds self accountable for prospecting a minimum of 4 hours every day (if working 8 hours) such as approaching families face-to-face during events, door knocking or group seminars

  • Obtains referrals from families served by the location by following up through visits with families after the service

  • Networks and builds community and civic relationships

  • Explains and presents Dignity Memorial® Personal Planning Guide presentations to families served and referred families

  • Maintains and tracks activity levels to ensure productivity

  • Remains flexible with schedule to achieve results; often works nights and weekends

Build Relationships with Families

  • Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through

  • Responds to client inquiries in a timely, respectful, sensitive and professional manner

  • Supports families in time of grief with acts of kindness

  • Connects with families through listening, honest communication and genuine concern

  • Develops an understanding of each family’s unique needs and offers solutions that provide value to them

  • Stays in touch with families to ensure satisfaction

  • Prepares for all appointments and performs all procedures with professionalism and attention to detail

  • Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships

  • Builds trust-based relationships to earn the right to ask for referrals

  • Earns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning


  • Consistently builds relationships and works cooperatively with the Funeral Director and other funeral home and/or cemetery staff

  • Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service

  • Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in future

  • Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales

  • Acts as one team, setting arrangement continuation visits within two to three days after the service

  • Shares family concerns with rest of the SCI team

MINIMUM Requirements


  • High school education or equivalent

  • 1-2 years of college or equivalent experience


  • Current state/province issued driver’s license with an acceptable driving record

  • In states/provinces where required, must hold a Funeral Directors License to perform this role


  • Sales experience or one to two years industry experience or equivalent education

  • Previous experience with Customer Relationship Management (CRM) systems is a plus

Knowledge, Skills and Abilities

  • Basic computer and technology skills within a sales environment

  • Ability to work well in a team, as well as independently

  • Ability to work beyond “standard” hours as the need arises

  • Good driving record

  • Good work ethic

  • High-level of integrity

  • Creative, outgoing and energetic

  • Comfortable presenting in front of others

  • Desire to help others

  • Bilingual, knowledge of another language is a plus


Postal Code: 00984

Category (Portal Searching): Sales

Job Location: US-PR - Carolina

Req ID: Req.96159

Position Type: Part time

Who we are. What we do.

We are North America’s largest provider of funeral, cremation and cemetery services. We are more than 20,000 dedicated individuals, who proudly serve our community, provide caring assistance to families in need, and honor veterans and public servants.

We operate under the umbrella of the Dignity Memorial network of 1,800 funeral homes and cemeteries. Dignity Memorial providers care for more than 300,000 families each year and understand the importance of thoughtful, personalized arrangements. For us, there is no greater responsibility than honoring and preserving the story of one’s life.

"SCI” refers to Service Corporation International and its affiliates.

Equal Opportunity Employer, M/F/D/V