What are the responsibilities and job description for the Preplanning Sales Advisor position at Envision Strategic Partners?
About Envision Strategic Partners:
Envision Strategic Partners is a leading organization dedicated to preparing families for the future through comprehensive preneed funeral planning. Our team specializes in developing highly skilled sales professionals in a recession-resistant industry that provides essential peace of mind for families. Whether you are an experienced agent or seeking a meaningful entry into the field, this role offers the potential to earn a great income with uncapped commissions while making a lasting difference in the lives of our families.
The Role:
As a Preplanning Sales Advisor with Envision Strategic Partners, you will play a vital role in guiding families through the process of pre-arranging their funeral services. This is a high-impact role in a growing field: every day, more than 10,000 Baby Boomers reach retirement age, and demand for preneed services is rising. This is a unique opportunity to establish yourself in a field that combines financial success with profound client service.
What We Provide:
- Comprehensive Sales Training: Receive in-depth training and ongoing support from our experienced Regional Sales Managers.
- Exclusive Lead Generation: Leads from targeted sources, including seminars, Veteran Outreach, community events, and aftercare programs.
- Technology and Marketing Support: Access to CRM software, sales materials, and dedicated marketing support.
- Professional Development: Regular team and individual strategy sessions to enhance performance and career growth.
- Earnings Potential and Incentives: Weekly commissions, monthly bonuses, and annual recognition programs, including all-expenses-paid travel.
Key Responsibilities:
- Serve as a trusted advisor to clients, helping them make informed decisions about preneed arrangements.
- Maintain consistent follow-up with clients to ensure satisfaction and address any questions.
- Professionally represent Envision Strategic Partners in community outreach and client interactions.
- Manage client relationships with a high level of care and integrity.
- Commit to ongoing development and training to continually refine your skills.
Ideal Qualifications:
- Active Life Insurance License or willingness to attain license.
- Self-motivated, with excellent time-management abilities.
- Strong communication and interpersonal skills.
- Comfort with coaching and mentorship from senior sales leaders.
- Professional appearance and clothing/attire appropriate for funeral career.
- Valid drivers license and reliable transportation.
- Criminal background check and credit history check required for licensing.
Why Join Us?
- Impactful Work: Join a field where you make a real difference in clients’ lives.
- Stability: Work in a recession-proof industry that offers lasting career security.
- Growth Opportunities: Enjoy a clear path to leadership and management roles.
Become part of a team that values professionalism, integrity, and meaningful client service. Start your journey with Envision Strategic Partners as a Preplanning Advisor today.
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
Benefits:
- Flexible schedule
- Professional development assistance
- Referral program
- Tuition reimbursement
Schedule:
- 8 hour shift
- Evenings as needed
- Weekends as needed
Work Location: In person
Salary : $50,000 - $80,000
