Pre-Planning Sales Advisor - Build Trust & Referrals
SCI
SCI is seeking a Pre-Planning Advisor in the United States to drive pre-need arrangements and services by building strong relationships with families and the community. This role emphasizes self-motivation, scheduling flexibility, and consistent lead generation through events, referrals, and direct outreach. Responsibilities include presenting planning guides to families, following up for referrals, and collaborating with funeral directors to ensure top-tier service. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Pre-Planning Sales Advisor - Build Trust & Referrals in New York, NY vacancy
$116.25k - $155k
...approximately 2,300 customers trust Medidata's seamless,... ...Principal Solution Sales Advisor team members are Sales... ...targetsCollaborate with Pre-Sales, Marketing, Product... ...Services to build pipeline and win dealsWork... ...attainment, territory plan developmentPerform qualification...SuggestedLocal areaRemote workFlexible hoursDASSAULT SYSTÈMES
New York, NY4 days ago$174k - $261k
...succeed as the Senior Trust, Estate &... ...registered investment advisor and trust company,... ...trust and estate planning attorney but do away... ...development and client referral needs.Participate... ...materials, sales literature, and training... ...detail.Ability to build rapport with...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hoursCapital Group
New York, NY2 days ago$70k - $95k
...Job Family Internal Sales About Us At... ...people look forward and plan for the best life possible... ...Financial Advisors, 2) Protection Solutions... ...warm leads, build relationships, and... ...customers and earn trust Problem-solving and... ...Recognition Program Referral Bonus Programs Inclusion...SuggestedPermanent employmentRemote workWork from homeWorldwideTrans America
New York, NY4 days ago- ...seeks a Solutions Engineer to serve as a trusted advisor on Enterprise opportunities. You will join a customer Account Team in a pre-sales role, demonstrate Cisco product solutions... ...presentations, and support formal sales plans and RFP responses, advancing Cisco’s #J...Suggested
Cisco
New York, NY1 day ago - ...knowledge, including notes, layering techniques, and usage, building confidence and trust with each customer. \n \n Full-time colleagues... ...training classes and seminars \n \n Participate in pre-selling and sales driving events to maximize sales \n \n Ensure...SuggestedFull timePart timeAll shiftsFlexible hoursAfternoon shift
Macy's
New York, NY3 days ago $129k - $152k
Join us in building the future of finance.Our mission is... ...team is redefining the advisor experience by bringing... ...Robinhood’s investors with trusted, growth-oriented... ...execution with Marketing, Sales, and Operations across... ...marketplaces, lead-generation or referral products, or CRM and...Work at officeFlexible hoursShift work3 days per weekRobinhood Financial
New York, NY4 days ago$86.21k - $141.64k
...join our team as a Workforce Planning Consultant.This role will report... ...planning consultant, trusted advisor, and subject-matter expert. You... ...audiences, adapting the message to build understanding, alignment, and... ...also be eligible for annual, sales, or other incentive...Full timeH1bWork at officeWork from homeVisa sponsorshipWork visaFlexible hoursGuardian Life Insurance
New York, NY1 day ago$24.76 per hour
...A Place For Mom As a Senior Inside Sales Consultant, you will work with families who... ...scheduling additional tours and providing new referrals when needed. Apply a structured follow-... ...and prevent pipeline stagnation. Build trust quickly with families, understand their...Hourly payWork at officeRemote workHome officeAfternoon shiftBig Internet Seller Services Inc
New York, NY3 days ago$77k - $202k
...SummaryThe OpportunityAs a Workday Adaptive Planning Implementation Consultant, Senior... ...As a Senior Associate, you will focus on building meaningful client connections and learning... ...thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted...Full timeH1bPwC
New York, NY1 day ago$63k - $140k
...SummaryThe OpportunityAs a Workday Adaptive Planning Implementation Consultant, Experienced... ...adapt to different business situations, and build skills in software implementation, data... ...thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted...Full timeH1bPwC
New York, NY2 days ago$65k - $70k
...communities by providing the trusted local news and services... .... Together, we are building a sustainable future for... ...for a strategic and agile Sales Planner to join our high-performing Sales Planning team. This role supports... ...more Own and manage the pre-sales workflow from...Full timeTemporary workPart timeLocal area- ...right products and services. Whether on the sales floor or in the fitting room, your warmth... ...behaviors. With every interaction, you build trust, meet sales targets, and inspire loyalty... ...achieve sales goals, and participate in pre-selling and sales-boosting events. Technology...Full timePart timeAll shiftsFlexible hoursAfternoon shift
- ...this role is part of building that. This is a content... ...agency, where real, trusted, expert human advisors convert genuine, high... ...be supported by a sales support team who filter... ...enquiries and handle pre-cruise admin, so your... ...repeat bookings and referrals; treat the lifetime of...Full timeRemote work
$75k - $125k
...looking for an accomplished sales professional who can... ...are seeking a Senior Advisor, Client Development to... ...inbound inquiries, referrals, follow-up opportunities... ..., and the ability to build trust quickly. You will... ...insurance 401(k) retirement plan with employer...Remote jobTemporary work- ...Relationship Management and Banking teams, and deliver integrated trust, estate, philanthropic, and tax guidance to current and... ...client service, and contribute to business development through referrals and content creation while #J-18808-Ljbffr Brown Brothers HarrimanLocal area
$40k - $56k
...Who we are We create trusted, expert content that helps... ...create engaging experiences, build valuable communities and... ...audiences. Our sales team builds lasting partnerships... ...and orders. Manage pre‑sale advertising inventory... ...with our Share Incentive Plan The expected range for...Contract workRemote workFuture PLC
New York, NY1 hour ago- ...right products and services. Whether on the sales floor or in the fitting room, your warmth... ...behaviors. With every interaction, you build trust, meet sales targets, and inspire loyalty... ...achieve sales goals, and participate in pre-selling and sales-boosting events. \n...Full timePart timeAll shiftsFlexible hoursAfternoon shift
Macy's
New York, NY18 days ago - Transamerica is expanding its team of FINRA licensed Retirement Advisors working remotely across the United States. The role emphasizes educating clients on retirement product solutions and building relationships with ongoing warm leads, while offering a base salary plus...Remote job
$110k - $400k
Transmission Planning Consultant Nationwide Opportunities Description 1898 & Co.,... ...Transmission Planning Consultants serve as trusted technical advisors, applying advanced engineering and... ...to detail, facilitation, team building, collaboration, organization and problem...Full timeContract workWork experience placementWork at officeLocal area- Transamerica is seeking a Retirement Education and Planning Advisor to provide dedicated on-site education and advisory services for a major... ...; CFP/CRPC or RPA preferred. Strong communication and relationship-building skills are essential. #J-18808-Ljbffr TransamericaRemote job
$120k - $185k
...professional to join our Advanced Planning Team (APT) as a Senior... ...efficient investing, risk management, trust and estate planning, wealth... ...closely with affiliated advisors and internal Cetera teams, including... ...skills, and the ability to build trust with sophisticated clients...Work at office$124k - $280k
...Responsibilities Leading strategic workforce planning initiatives to align with client business... ...thoughtfully to establish a secure and trusted workplace for all. To view other PwC... .... Here, you can uncover hidden talents, build lifelong relationships rooted in trust...H1bPwC
New York, NY9 hours ago$200k - $225k
...is the right place to build a fulfilling career.Job... ...proactive and integrated trust, estate, philanthropic... ...Planner by reviewing estate planning documents, preparing... .... Serving as a trusted advisor directly to Private... ...business through obtaining referrals and gathering...Full timeLocal areaBrown Brothers Harriman
New York, NY1 day ago$220k - $260k
...Advice, Planning & Fiduciary Services Team | Neuberger... ...comprised of in-house tax, trust and estate attorneys,... ...and estate planning; pre-liquidity planning; and... ...planning Supporting advisor teams and portfolio managers... ..., travel requirements, sales or revenue-based...Work at officeLocal areaWorldwideShift workNeuberger Berman
New York, NY9 hours ago$80k - $100k
...entrepreneurial mindset, we trust our people with real... ...As a Membership Sales Advisor, you are an Equinox... ...You’re responsible for building lasting relationships... ...service goals by pre-planning the month with strategic... ...and securing member referrals through events. You will...Hourly payWeekend workAfternoon shiftEquinox
New York, NY4 days ago- ...with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and... ...organization, storing, and replenishment of stock \n Participate in pre-selling and sales driving events to maximize sales \n Ensure timely...Full timePart timeFlexible hoursAfternoon shift
Macy's
New York, NY24 days ago $140k - $190k
...infrastructure, they are building autonomous agents that... ...such as scheduling, referrals, billing inquiries, and... ...workflows, build project plans, hold timelines, and coordinate... ...signals to the sales team. Shape the product... ...operators and building trusted relationships with both...Storm3
New York, NY1 day ago- ...401(k), and more are available. Employee Referral Bonus! Share our opportunities with your... ...and stock onto designated shelf location. Build and maintain professional relationships with... ...—a collective of the industry’s most trusted retail, marketing, and foodservice agencies...Weekly payTemporary workMonday to FridayWeekend work
- ...acts in partnership with Advertising Sales & Strategy teams to lead and support thoughtful... ...digital and audio business lines. Build and revise media plans, check avails, reserve fixed... ...digital campaigns to AdOps to ensure pre- and post-sales continuity. Field customer...Fixed term contractWork at officeRemote workFlexible hours
Global Sports Jobs Limited
New York, NY2 days ago - IDEAL HOME HEALTH, Inc. in New York seeks a motivated Home Care Marketer to expand our referral network and grow client census. You will build relationships with hospitals, physicians, senior communities, and other referral sources, and execute marketing strategies to raise...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Pre-Planning Sales Advisor - Build Trust & Referrals. Be the first to apply!
Related searches
- strategic planning consultant New York, NY
- retirement plan sales consultant New York, NY
- planning consultant New York, NY
- retail marketing associate New York, NY
- retail sales associate New York, NY
- local sales assistant New York, NY
- entry level retail associate New York, NY
- retail receiving associate New York, NY
- seasonal sales assistant New York, NY
- retail sales representative New York, NY