Account Representative jobs in United States
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Precoa · 11 hours ago

Account Representative

Precoa is a national leader in the preneed industry, and they are seeking an Account Representative to build strong relationships with families and funeral home staff. This role blends hospitality, service, education, and leadership, focusing on guiding conversations with warmth and professionalism.

Advertising
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Culture & Values

Responsibilities

Build strong relationships supporting families, collaborating with funeral home staff, and working alongside business leaders
Deliver exceptional hospitality: Every appointment is an opportunity to make someone feel understood, supported, and at ease
Educate and empower families: You’ll walk families through their options with clarity and compassion, helping them understand how planning ahead relieves stress and creates peace of mind
Follow up and close with confidence: With a full team supporting your lead generation, appointment setting, and marketing, you’ll focus on meaningful conversations that lead to real results
Grow into a leader: You’ll learn our PRO Preneed model, gain your insurance license, and develop the business instincts to lead Advance Funeral Planners in the field

Qualification

HospitalityRelationship BuildingLeadershipInsurance LicensePositivityAuthentic ConnectionEmotional Intelligence

Required

A knack for bringing others together
Adept at reading the room and building trust
Driven and people-oriented
Energized by meaningful collaboration
Ability to build strong relationships supporting families
Experience collaborating with funeral home staff
Ability to work alongside business leaders
Exceptional hospitality skills
High level of care and presence
Professionalism that earns trust instantly
Ability to educate and empower families
Clarity and compassion in communication
Confidence in following up and closing
Ability to focus on meaningful conversations that lead to real results
Willingness to learn the PRO Preneed model
Ability to gain an insurance license
Development of business instincts to lead Advance Funeral Planners

Benefits

Health, Dental, Vision benefits
401k with 2% match, and a $25,000 Life Insurance Policy

Company

Precoa is a marketing and advertising company offering proactive marketing and sales management services.

Funding

Current Stage
Growth Stage

Leadership Team

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Bret Davis
CEO and Co Founder
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Company data provided by crunchbase