Security National Life Insurance Company · 4 months ago
Advance Planning Advisor
Riverside, CA
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $90K/yrSecurity National Life Insurance Company is a trusted provider in the funeral industry, celebrating 60 years of service. They are seeking an Advance Planning Advisor to connect with families, educate them on prearrangement options, and guide them through financial decisions to ensure peace of mind for the future.
Financial ServicesInsurance
Responsibilities
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
Qualification
Required
A passion for helping people and building relationships
Ability to pass a background check
Self-motivation, accountability, and drive to succeed
Preferred
Sales experience preferred, but not required
Life Insurance license or willingness to obtain one with our guidance
Bilingual ability is a plus
Benefits
Comprehensive training and ongoing support
Annual Top Producer’s Trip — an all-expenses-paid adventure to anywhere in the world
Company
Security National Life Insurance Company
Security National Life Insurance Company provides affordable life insurance and annuity products to fund prearranged and prepaid funerals.
Founded in 1965
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase