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Advance Planning Advisor

Advance Planning Advisor

Security National Life Insurance CompanySan Jose, CA, US
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Who We Are Security National Life is celebrating 60 years as a trusted and growing company.

Headquartered in Salt Lake City and representing funeral homes across the country, our Preneed Division has experienced exponential growth in recent years.

Our mission is simple :

  • to help families plan ahead with confidence and peace of mind.
  • We are the industry’s all-in-one provider, offering our team members the tools and support they need to succeed, including comprehensive training, a powerful CRM system, and a unique aftercare program that sets us apart.
  • Why Join Us Turn your passion for helping others into a purposeful career you can be proud of.
  • As an Advance Planning Advisor you will spend your time meeting new people, creating lasting connections, and guiding families through decisions that bring peace of mind for the future.
  • With our proven systems and strong company support, you will have the opportunity to succeed both personally and financially.
  • The Role 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 What We Offer A rewarding career with growth opportunities Realistic first-year income of $60,000 to $90,000 with daily commission payouts Comprehensive training and ongoing support A valuable product every family needs Unlimited earning potential  A supportive culture where your achievements are recognized and celebrated Annual Top Producer’s Trip — an all-expenses-paid adventure to anywhere in the world What You Bring A passion for helping people and building relationships Sales experience preferred, but not required Life Insurance license or willingness to obtain one with our guidance Ability to pass a background check Self-motivation, accountability, and drive to succeed Bilingual ability is a plus Take the Next Step At Security National Life, you will discover more than a job.
  • You will find a career where you can serve families, grow personally and professionally, and create a lasting impact.
  • With six decades of experience and the systems to help you succeed, we are ready to invest in your future.

Apply today to become an Advance Planning Advisor and start building a career that truly matters.

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    Planning Advisor • San Jose, CA, US

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