Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Pre-Planning Advisor

Service Corporation International

Company Description Service Corporation International (SCI), headquartered in Houston, Texas, is North America’s leading provider of death care products and services. The company operates a large, geographically diverse network of funeral service locations and cemeteries across the United States, Canada, the District of Columbia, and Puerto Rico. Through its businesses, SCI markets the Dignity Memorial® brand, known for quality, value, caring service, and strong customer satisfaction. SCI offers opportunities to work within a respected organization that supports families during significant life events. For more information about the company and its brands, applicants can visit and Role Description The Pre-Planning Advisor is a full-time, on-site role based in the Los Angeles Metropolitan Area, focused on helping individuals and families make informed end-of-life arrangements in advance. This role involves meeting with clients to discuss their needs, explaining available services and products, and guiding them through pre-planning options with sensitivity and professionalism. The Pre-Planning Advisor prepares proposals, documents agreements, and maintains accurate records while following company policies and regulatory requirements. Day-to-day tasks include conducting consultations, presenting tailored planning solutions, coordinating with funeral home and cemetery staff, and following up with prospective clients to build long-term relationships. The position requires consistent on-site presence at assigned locations and occasional community outreach to build awareness of pre-planning services. Qualifications Candidates should possess strong Analytical Skills to assess client needs and Planning skills to develop comprehensive pre-arrangement plans. Candidates should possess Business Planning skills to align pre-planning solutions with organizational goals and Communication skills to clearly explain options and processes. Candidates should possess Communication and Urban Planning awareness when working with diverse communities and local regulations in the Los Angeles Metropolitan Area. Relevant qualifications include prior experience in sales, counseling, or customer service, preferably in funeral, insurance, or related industries. Ability to work with clients in emotionally sensitive situations with empathy, discretion, and cultural awareness. Strong organizational skills, attention to detail, and proficiency with standard office software and CRM tools. High school diploma or equivalent required; post-secondary education in business, communications, or related field is beneficial. Willingness to work on-site, maintain a professional appearance, and comply with all applicable licensing and regulatory requirements. #J-18808-Ljbffr Service Corporation International

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Pre-Planning Advisor in Los Angeles, CA vacancy
  • Service Corporation International in the Los Angeles metropolitan area seeks a Pre-Planning Advisor to guide individuals and families through end-of-life arrangements with sensitivity and professionalism. This full-time, on-site role focuses on meeting clients, explaining... 
    Suggested
    Full time

    Service Corporation International

    Los Angeles, CA
    4 days ago
  •  ...Professional for outside sales in California. You will drive growth by prospecting families, presenting planning guides, and building trusted relationships for pre-need and at-need arrangements. The role requires a strong sales drive, CRM experience, and the ability to... 
    Suggested
    Flexible hours
    Night shift

    Service Corporation International

    Glendale, CA
    1 day ago
  • Edisonrefertalent is looking for a Technical Planning Advisor to join Southern California Edison (SCE). You will oversee complex electrical designs, ensuring compliance with safety regulations while contributing to the clean energy revolution. The role requires a minimum... 
    Suggested

    Edisonrefertalent

    Compton, CA
    4 days ago
  • Join the Clean Energy RevolutionBecome a Transmission Telecom Planning, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you will be responsible for supporting & processing complex technical Utility and Non-Utility work requests associated... 
    Suggested
    For contractors
    Local area
    Remote work
    Relocation

    Edison International

    Alhambra, CA
    23 hours ago
  • Join the Clean Energy RevolutionBecome a Financial Planning Advisor at Southern California Edison (SCE) and build a better tomorrow. In this role, you will conduct research and analyses to facilitate the effective management of the Company's financial assets. As part of... 
    Suggested
    Temporary work
    Remote work

    Edison International

    Rosemead, CA
    23 hours ago
  • Join the Clean Energy RevolutionJoin Southern California Edison (SCE) as a Financial Planning, Senior Advisor and contribute to the financial strategies that support a cleaner, safer, and more reliable energy future. In this role, you will deliver high-quality financial... 
    Temporary work
    Remote work

    Edison International

    Rosemead, CA
    3 days ago
  •  ...firm in Los Angeles is seeking a Financial Professional to manage plan sponsor relationships and provide retirement and investment...  ...financial services sector. This position offers professional development and competitive benefits. #J-18808-Ljbffr Voya Financial Advisors

    Voya Financial Advisors

    Los Angeles, CA
    3 days ago
  •  ...path to value.Supply Chain and Operations houses individuals who help clients develop strategies and operating models that integrate planning, procurement, product design, manufacturing, and fulfillment functions within an organization, as well as connect suppliers and... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Los Angeles, CA
    2 days ago
  • DescriptionAt 1898 & Co., we are helping shape the future of transmission systems across North America. Our Transmission Planning and Power Systems Analysis team works with a diverse mix of clients—investor-owned utilities, public power entities, developers, and ISOs/RTOs... 
    Work at office

    Burns & McDonnell

    Los Angeles, CA
    23 hours ago
  • FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large... 
    Local area

    Ascensus

    Los Angeles, CA
    2 days ago
  • $116k - $229.1k

     ...solutions optimized for their unique business needs.Recruiting for this role ends on 10/2/26.Work you’ll doAs a Workday Adaptive Planning Sr Consultant, you will team with EERPS-Workday colleagues as well as members from the client team on comprehensive, full-lifecycle... 
    Local area

    Deloitte

    Los Angeles, CA
    3 days ago
  • The Law Collective in Los Angeles is seeking a Pre-Litigation Attorney to oversee the negotiation phase of cases, from opening the claim to settlement, without trial. You will supervise Case Managers, review their work, and negotiate with insurance adjusters to secure optimal... 

    The Law Collective

    Los Angeles, CA
    2 days ago
  •  ...Description MAJOR JOB DUTIES AND RESPONSIBILITIES: Provides detailed analysis that identifies and promotes the value of the existing plan, discuss options, provides alternative plan options when appropriate and makes recommendations. Provide customers with counseling... 
    Work at office

    Direct Staffing Inc

    Los Angeles, CA
    4 days ago
  • $77k - $202k

     ...SectorNot ApplicableSpecialismWorkdayManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Workday Adaptive Planning Implementation Consultant, Senior Associate, you will engage with clients to optimize their operational efficiency by implementing... 
    Full time
    H1b

    PwC

    Los Angeles, CA
    1 day ago
  • Transmission Telecom Planning, Advisor In this role you will support and process complex technical Utility and Non-Utility work requests related to Telecommunication facilities and existing infrastructure throughout the Southern California Edison territory. These requests... 
    For contractors
    Local area
    Remote work
    Relocation

    Southern California Edison (SCE)

    Alhambra, CA
    4 days ago
  •  ...help them meet their financial goals through comprehensive advice and tailored solutions. Responsibilities include building financial plans and recommending investment products. The ideal candidate will have a strong background in finance, hold the necessary licenses, and... 

    Bank of America

    Los Angeles, CA
    13 hours ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. This role includes triaging client leads and recommending brokerage products based on individual needs. The ideal candidate will have Series 7 & 66 licenses and at least a... 

    Bank of America

    Downey, CA
    13 hours ago
  • Southern California Edison (SCE) is looking for a Transmission Telecom Planning Advisor to support technical work requests related to telecommunication facilities. The role involves overseeing project planning, managing resources, and ensuring compliance with industry... 

    Southern California Edison (SCE)

    Alhambra, CA
    4 days ago
  • Bank of America in Beverly Hills seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients reach...  ...partners, meet with clients to review goals, build financial plans, and recommend brokerage products. Licensing and regulatory training... 

    Bank of America

    Beverly Hills, CA
    1 day ago
  • $70k - $80k

    Bank of America is looking for a financial advisor in South El Monte, California, to provide personalized financial services by assessing client needs and devising strategies. The role requires strong knowledge of investment products and interpersonal skills to manage client... 

    Bank of America

    South El Monte, CA
    13 hours ago
  • Brighton Jones LLC is seeking an experienced Advisor to manage client service teams in Los Angeles. The ideal candidate will excel in financial planning and wealth management, ensuring client needs are met with high standards. This full-time position requires 4+ years of... 
    Full time
    Flexible hours

    Brighton Jones LLC

    Los Angeles, CA
    1 day ago
  • Edisonrefertalent is seeking a Transmission Telecom Planning, Advisor in Alhambra, CA, to support ongoing projects in the energy sector. This role requires at least five years of experience in electrical utility design, excellent project management skills, and the ability... 

    Edisonrefertalent

    Alhambra, CA
    4 days ago
  • Southern California Edison is seeking a Financial Planning, Senior Advisor to deliver high-quality financial analysis, strategic insights, and decision support to manage financial resources and advance operational priorities. The role partners with operating units to develop... 
    Temporary work

    Southern California Edison

    Rosemead, CA
    1 day ago
  • Southern California Edison is seeking a Financial Planning Advisor to research and analyze financial assets, forecast plans, and support regulatory filings. You will collaborate with operating units to develop budgets and long-term plans, delivering strong financial insights... 
    Remote work

    Thomson Reuters Markets Espana SL.

    Rosemead, CA
    2 days ago
  • Jobtailor in Glendale, CA seeks an experienced financial services professional to meet with clients, promote financial planning and investment services, and drive business development. You will conduct seminars, present plans, handle documentation, and collaborate with... 

    Jobtailor

    Glendale, CA
    1 day ago
  • Edisonrefertalent is looking for an IT Systems and Financial Advisor to lead the financial planning systems that support a sustainable energy future at Southern California Edison. This role involves collaboration with various teams to enhance system reliability and integration... 

    Edisonrefertalent

    Rosemead, CA
    13 hours ago
  • A staffing agency is seeking several Site Logistics Operators/Material Handlers in Los Angeles, CA for an industry-leading chemical company. Candidates should be comfortable working with chemicals and have relevant experience in health insurance sales or member services...

    Direct Staffing Inc

    Los Angeles, CA
    4 days ago
  • Jobtailor in Los Angeles seeks a client-focused insurance advisor to evaluate financial needs and develop tailored insurance plans. You will nurture lasting relationships, offer ongoing guidance, and stay current on product trends to present the best options. Compliance... 

    Jobtailor

    Los Angeles, CA
    2 days ago
  • Capital Group seeks a Regional Retirement Plan Counselor to advance retirement plan growth within a defined North American territory....  ...other stakeholders to deliver coordinated coverage to financial advisors, supporting plan sponsors and participants with research-driven... 

    Capital Group

    Los Angeles, CA
    1 day ago
  • 1898 & Co. is seeking a Transmission Planning Consultant in Los Angeles, CA, to enhance electric grid reliability and renewable integration. The role involves advanced transmission system studies, technical analysis, and client interactions. Applicants should possess relevant... 

    1898 & Co.

    Los Angeles, CA
    13 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Pre-Planning Advisor. Be the first to apply!