Pre-Planning Advisor

Foundation Partners Group

Full Time Business Operations Specialists
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Location
Bradenton, Florida, United States
Posted
July 02, 2026

Job Description

Overview & Responsibilities:

  • Sells company pre-arranged funeral contracts, along with cemetery property and merchandise in accordance with established sales objectives and procedures
  • Sales are made in advance of need. Funding mechanisms for prearrangements include cash sales and installment sales
  • Completes contracts and other documents as required to provide sales and customer service in accordance with company policies
  • Develops personal sales leads through personal contacts, telephone solicitation activity, family follow-ups, and group marketing activities such as direct mail, media, mall kiosks, or home show booths
  • Sets appointments and makes presentations in prospective client family homes to sell prearrangements
  • Attends visitations, funerals, and interment services of client families. This serves the dual purpose of expressing personal interest and concern for the family and strengthening relationships for follow-up ca...