Advance Planning Specialist - Lakewood, Colorado

Are you a compassionate, driven individual who thrives on helping others while building a rewarding career? Join our team as a Preplanning Associate and make a meaningful difference in the lives of families—before they need us.
 

At the heart of everything we do are our Core Values: Excellence, Trust, Care, and Growth. If these values resonate with you, and you're passionate about making a real impact, we want to hear from you!

This is a sales position with purpose—and the rewards match the impact. You’ll receive: a hourly base salary, commissions, bonuses and comprehensive benefits.

Our most successful associates are natural relationship builders. They’re outstanding communicators who treat everyone—families, colleagues, and community members—with the utmost dignity and respect. They’re proactive in generating leads, using both company tools and their own networking savvy to grow their success. They also develop positive relationships with local organizations and build referral networks that make a lasting difference.

And of course, we all share responsibility for maintaining our beautiful, family-ready facilities. We take pride in keeping everything safe, organized, and welcoming, always adhering to local and state regulations and company standards.

Compensation

• $20,000 base salary, plus commissions (Range: $20,000 to $80,000 annually)
• Commissions are performance-based and tied to individual sales goals. Bonuses are awarded monthly and quarterly if sales goals are achieved.

Benefits

• Health, Dental, Vision, Company Paid Life Insurance, Voluntary Life, Child Life, Legal, Accident & Critical Illness
• 401(k) eligibility after 60 days. Profit Sharing & Company Match after 1 year of employment.
• Paid Time Off
• Funeral Benefits

Educational, Licensure and Skill Requirements

• High school diploma or equivalency, prefer associates degree in related field. 
• Minimum of one year of similar or related experience.
• Basic office skills including computer skills and knowledge
• Good people skills with ability to relate to a wide range of people
• Attention to detail with effective written and verbal communication skills
• Ability to manage time effectively in order to organize and prioritize work load.
• Ability to work under time constraints and conform with established schedules and deadlines.
• Must be a licensed insurance agent or have the ability to acquire license by the state as well as licensed agent for the insurance company used by the company.
• Licensed Funeral Director in states that require such.
• Possess a valid Drivers’ License and meet the driving performance standards as determined by management. MVR’s may be reviewed annually for compliance.

Essential Physical Responsibilities

• Ability to travel by standard methods of transportation.  
• Must be able to bend, stoop and lift laptop computers, projectors, displays and printed materials.   
• Must be free from judgment-impairing conditions, disease or addictions, or those, which impair ability to interact with employees, management or the public.