Advance Planning Advisor

Reposted 11 Days Ago
Be an Early Applicant
Pasadena, TX
In-Office
60K-90K Annually
Junior
Insurance
The Role
As a Sales Representative, you'll engage with customers to discuss funeral prearrangements, educate them on funding options, process sales paperwork, and generate leads through marketing efforts.
Summary Generated by Built In

Who We Are
Security National Life is celebrating 60 years as a trusted and growing company. Headquartered in Salt Lake City and representing funeral homes across the country, our Preneed Division has experienced exponential growth in recent years. Our mission is simple: to help families plan ahead with confidence and peace of mind.
We are the industry’s all-in-one provider, offering our team members the tools and support they need to succeed, including comprehensive training, a powerful CRM system, and a unique aftercare program that sets us apart.
Why Join Us
Turn your passion for helping others into a purposeful career you can be proud of. As an Advance Planning Advisor you will spend your time meeting new people, creating 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 have the opportunity 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
  • 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. With six decades of experience and the systems to help you succeed, we are ready to invest in your future.
Apply today to become an Advance Planning Advisor and start building a career that truly matters.

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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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