If you love the phone, and you're good at it, this role gives you a way to turn that skill into real income and real impact.
As a CEP Planner, you'll be the voice that connects Precoa's Community Education Program to the churches, senior living communities, veterans' organizations, and civic groups that make up the fabric of a community.
You'll set the appointments that let our Advance Funeral Planners bring valuable education and events directly to the people who need them. You’ll see the impact of your work in the community as every call moves a real partnership forward.
What You'll Do (and Why You'll Love Doing It)Set appointments that matter
- You'll spend the bulk of your day on the phone, connecting with decision-makers at churches, senior living facilities, veterans' organizations, and civic groups. Every appointment you set opens the door for a community partnership and a bonus in your pocket.
Build relationships that last
- You won't just make a call and move on. You'll follow up, build rapport, and turn first conversations into ongoing partnerships that keep the CEP program growing across the community.
Partner across the team
- You'll work closely with Account Managers to source leads and kick off new CEP partnerships, and with Planners across the team to share what's working.
Sharpen your craft every day
- You'll get better with every call, with ongoing training and coaching to grow your phone skills and confidence.
For a full job description, please see the Dropbox link here.
RequirementsIf you have these skills, we want to talk with you!
- High School Diploma or GED
- 2+ years of sales experience or relevant phone-based experience
- Strong phone communication skills: clear, persuasive, comfortable with both positive and negative conversations
- Comfortable with PC operations and standard software (Word, Excel, email)
- Ability to sit and talk on the phone for extended periods using a headset
Benefits
- Competitive hourly pay with unlimited monthly bonus potential based on volume and quality of appointments set
- Hybrid schedule, based primarily out of our Orem, UT office
- 18 days PTO and 10 paid holidays annually
- Minimum 6-weeks paid parental leave
- Health, Dental, and Vision benefits
- 401k, with company match and $25,000 Life Insurance Policy
At Precoa, our people are the heart of our success. Core Employees strive to live our values of kindness, progression, and craftsmanship every day — bringing emotional intelligence, common sense, positivity, and authentic connection to everything they do.
If you love solving challenges, building real relationships, and driving meaningful results, you’ll feel right at home here.
We’re a national leader in the preneed industry. Our passion is helping people plan today so their families can focus on connection when they need it most. Recognized as one of the Top Workplaces for 14 consecutive years, we’re committed to creating a place where you can live a fulfilling life, do meaningful work, grow your potential, and enjoy the journey along the way.
Headquartered in Portland, OR, with a satellite office in Utah, we’re a team driven to make a difference — every day, through every connection.
Skills Required
- High School Diploma or GED
- 2+ years of sales experience or relevant phone-based experience
- Strong phone communication skills (clear, persuasive, comfortable with positive and negative conversations)
- Comfortable with PC operations and standard software (Word, Excel, email)
- Ability to sit and talk on the phone for extended periods using a headset
Precoa Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Precoa and has not been reviewed or approved by Precoa.
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Healthcare Strength — Medical, dental, and vision coverage is positioned as competitive, with low co-pays and multiple plan options that support overall well-being.
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Leave & Time Off Breadth — PTO, holidays, and paid parental leave are part of the package, and work-life balance is reinforced by flexible schedules in some roles.
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Fair & Transparent Compensation — Pay is considered fair for the local market in several roles and can be negotiated based on skills, with strong sales performance translating into solid earnings.
Precoa Insights
What We Do
Every family deserves an opportunity to understand why ceremony, ritual, and gathering still matter — why we will always need meaningful connection during a time of loss. Our work goes beyond selling policies. Quality preneed provides a path to healing when it’s needed most. Since 2004, we at Precoa (the Preneed Company of America) have been committed to making a positive impact on the lives of American families. We are a national leader in preneed sales and marketing, partnering with the country's top funeral homes to help families heal from one of the most challenging events they'll face — the death of a loved one.
