Full-Time
Preneed Funeral Director
Precoa
201-500 employees
Preneed sales and marketing provider
Compensation Overview
$50k - $60k/yr
New Freedom, PA, USA
Hybrid
Hybrid work with travel between regional locations.
 Sales & Account Management (1) |
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- A Funeral Director License is required.
- Strong interpersonal abilities and relationship development skills are required.
- Ability to effectively close pre-set, qualified appointments is required.
- Excellent communication, lead generation, and networking abilities are required.
- A current life insurance license or the ability to obtain one is required.
- Close pre-set appointments with families for preneed arrangements.
- Make meaningful connections with families to provide peace of mind in the community.
- Build and maintain a community network through a community education program across four locations.
- Travel between locations within the territory as needed.
- Represent funeral home partners through preneed services.
- Access to lead generation and strategic marketing programs is provided at no cost.
- Qualification for Precoa Escapes incentive trips is available.
- Consistent regional and nationwide incentive programs are available.
Precoa helps families plan ahead for funeral and memorial costs through preneed sales and marketing. They partner with funeral homes to offer preneed policies and related education, guiding families through the process so they understand and prepare for meaningful ceremonies during loss. The product works by collaborating with funeral homes to present and sell preneed plans to families, making planning accessible and aligned with ritual and healing. What sets Precoa apart is its national leadership in preneed marketing and its focus on the broader healing journey, not just selling policies, emphasizing meaningful connection and ceremony as part of the grieving process. The company’s goal is to positively impact American families by enabling preparation for loss and supporting healing through meaningful rituals and gatherings.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Portland, Oregon
Founded
2003
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See people who can refer or advise you
Simplify's Take
What believers are saying
- Precoa’s Funeral Planning Center logged a record day on January 5, 2026.
- By July 2026, Precoa’s Points on Deck incentive surpassed 6,300 OAPs sold.
- Sales Studio launched in 2025, then CloudSync improved follow-through and close rates.
What critics are saying
- Built In’s 2026 reviews cite compensation variability and inconsistent management in commission roles.
- Reddit funeral directors in 2026 describe pushy sales tactics, risking partner funeral-home defections.
- If top funeral homes lose trust in Precoa’s brand, channel access collapses fast.
What makes Precoa unique
- Precoa’s ProActive Preneed ties CRM, appointment-setting, and regional sales support into one stack.
- Sales Studio and CloudSync keep appointments synced offline, across devices, and across days.
- Everplans became a wholly owned Precoa subsidiary in 2024, adding digital life-planning depth.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Life Insurance
Paid Vacation
Paid Holidays
Parental Leave
Flexible Work Hours
Remote Work Options
Company News
Precoa celebrates success of CloudSync for Sales Studio. We believe that every funeral director should have the tools to succeed. With the help of our field-leading partners, we publish daily funeral industry news and provide free tools to help our readers advance their careers and grow their businesses. Our editorial focus on the future, covering impact-conscious funeral care, trends, tech, marketing, and exploring how today's funeral news affects your future. PORTLAND, Ore. - Precoa, the profession's leader in preneed funeral planning, is proud to announce the release of CloudSync for Sales Studio. The powerful new feature for Precoa's comprehensive digital preplanning platform enables Advance Funeral Planners (AFPs) to seamlessly pick up any appointment where they left off - across devices, across days, and even without an internet connection. "With CloudSync, I can help families no matter where I am. Everything I need is right at my fingertips," said Jack George, Advance Funeral Planner. Last October, Precoa revolutionized the preneed appointment experience when it took best practices from top-performing AFPs, including its high concentration of Million Dollar Producers, and wove it together with preneed data to build a platform designed to result in stronger plans and higher close rates. Sales Studio, released at the National Funeral Directors Association International Convention & Expo in Chicago, gives AFPs a consistent, proven way to connect with and educate families on the value of ritual, ceremony, and gathering after a loss. With CloudSync, every detail of a family's planning appointment, from initial questions and selections to shopping carts and signed contracts, is securely saved and synced to the cloud. Families never have to repeat themselves, and AFPs never have to start from scratch. When an AFP returns for a follow-up visit or to collect a signature or payment, the full plan is ready and waiting. "It's wonderful to know everything that I've discussed with families is right there when I need it," said Anaili Diane Hernandez, funeral director and Advance Funeral Planner. "Sales Studio was already an essential tool that made a huge impact on how I present to families, and now it's even easier to access all the information we need." CloudSync not only adds to Sales Studio's functionality but also makes the experience of connecting with families even more seamless. "A great experience begins before the first question is asked," Precoa Chief Growth Officer Tyler Anderson added. "From marketing messages that truly resonate with families to scheduling specialists setting quality appointments, everything builds to that moment when AFPs can connect with families and help them put an intentional plan in place. Sales Studio allows those connections to run even deeper, and CloudSync makes the whole experience even smoother." Precoa continues to improve and fine-tune Sales Studio based on ongoing feedback from the AFPs who use it every day. With the foundational platform now firmly established, the team is focused on adding new capabilities to further elevate the experience for AFPs and families alike. Cloudsync is available to all funeral homes and Advance Funeral Planners using Sales Studio. If you would like to learn more about Sales Studio and Precoa Pro, visit precoa.com/trio. Known for its fun, upbeat culture, and 14 consecutive Top Workplace awards, Precoa is a leader in the preneed insurance industry. Precoa provides an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed(R). Precoa's culture commitments to their employees include the ability to live happy, fulfilling lives, develop lifelong friends, accomplish meaningful work, discover and unleash their true potential, and laugh and enjoy the journey together.
Precoa, a leading preneed insurance sales and marketing company, has acquired Everplans, a digital life-planning platform. This strategic merger aims to enhance end-of-life planning services by integrating Everplans' technology, known for its security and comprehensive planning tools. The acquisition aligns with Precoa's mission to improve preneed experiences for families and funeral homes. Everplans' co-founder, Abby Schneiderman, sees this as an opportunity to expand their platform's reach.