Preneed Advisor

Reposted 17 Days Ago
Be an Early Applicant
Hiring Remotely in CA, USA
Remote
60K-90K Annually
Entry level
Insurance
The Role
Meet with families in person, by phone, and email to educate them on prearrangement and funding options, complete paperwork and financial arrangements, generate and follow up on leads using company CRM and marketing tools, and build lasting client relationships.
Summary Generated by Built In

Preneed Advisor 
About Us… 
Security National Life is a solid company with more than 60 years in the market and growing. Based out of Salt Lake City, we represent funeral homes across the country. We are the industry’s all-in-one provider, offering our team members the tools and support they need, including training, a great CRM system, and a unique aftercare program that sets us apart. 
Our mission is simple: to help families plan with confidence and peace of mind. 
 
Why Join Us 
 
Turn your passion for helping others into a purposeful career and be proud of. As a Preneed Advisor you can meet with new people, create lasting connections, and guiding families through decisions that bring peace of mind for the future. With our proven systems and strong company support, you will be able to succeed both personally and financially. 

The Role 

  • Connect with families in person, by phone, and through email to understand their needs 
  • Educate families on prearrangement options and funding plans 
  • Walk through meaningful choices, complete paperwork, and finalize financial options 
  • Build your business by generating leads and following up using our marketing tools 
What We Offer 
  • A rewarding career with growth opportunities 
  • Realistic first-year income of $60,000 to $90,000 with daily commission payouts 
  • Comprehensive training and ongoing support 
  • Industry- leading lead generation and appointment support
  • A valuable product every family needs 
  • Unlimited earning potential  
  • A supportive culture where your achievements are recognized and celebrated 
  • Annual Top Producer’s Trip — an all-expenses-paid adventure to anywhere in the world 
What You Bring 
  • A passion for helping people and building relationships 
  • Sales experience preferred, but not required 
  • Life Insurance license or willingness to obtain one with our guidance 
  • Ability to pass a background check 
  • Self-motivation, accountability, and drive to succeed 
  • Bilingual ability is a plus 

Take the Next Step 
At Security National Life, you will discover more than a job. You will find a career where you can serve families, grow personally and professionally, and create a lasting impact. Our experience and the systems can help you to succeed, we are ready to invest in your future. 
 

Skills Required

  • Pass a background check
  • Life insurance license or willingness to obtain one
  • Self-motivation, accountability, and drive to succeed
  • A passion for helping people and building relationships
  • Sales experience
  • Bilingual ability
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The Company
HQ: Salt Lake City, UT
328 Employees
Year Founded: 1965

What We Do

Security National Life Insurance Company provides affordable life insurance and annuity products to fund prearranged and prepaid funerals. Preneed products offer lifetime protection against funeral inflation costs by pre-planning and funding funerals at participating establishments before the need at time of death. Final Expense services specialize in affordable and convenient products that “make sense” for you and your family to cover funeral costs and additional expenses. Home Service is a combination of sales and ongoing service within the home to bring peace of mind to individuals and families about their final wishes.

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