Demo

Advance Planning Agent

Security National Life Insurance Company
Perris, CA Full Time
POSTED ON 11/15/2025 CLOSED ON 12/31/2025

What are the responsibilities and job description for the Advance Planning Agent position at Security National Life Insurance Company?

Advance Planning Agent

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 Agent, 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
  • Educating 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 Agent and start building a career that truly matters.

Job Types: Full-time, Contract

Pay: $56,372.43 - $67,889.38 per year

Work Location: In person

Salary : $56,372 - $67,889

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Advance Planning Agent?

Sign up to receive alerts about other jobs on the Advance Planning Agent career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$75,004 - $94,003
Income Estimation: 
$95,426 - $117,847
Income Estimation: 
$103,237 - $127,418
Income Estimation: 
$130,623 - $161,227
Income Estimation: 
$149,336 - $241,505
Income Estimation: 
$65,212 - $117,492
Income Estimation: 
$132,116 - $177,801
Income Estimation: 
$149,336 - $241,505
Income Estimation: 
$132,116 - $177,801
Income Estimation: 
$149,336 - $241,505
Income Estimation: 
$78,580 - $115,509
Income Estimation: 
$103,237 - $127,418
Income Estimation: 
$149,336 - $241,505
Income Estimation: 
$111,310 - $159,981
This job has expired.
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Security National Life Insurance Company

  • Security National Life Insurance Company Murray, UT
  • Description Accounts Payable Clerk We are looking for a self-motivated and experienced full-time accounts payable clerk for our office in Salt Lake City, U... more
  • 3 Days Ago

  • Security National Life Insurance Company Maimi, FL
  • Are You a Spanish-Speaking Life Insurance Agent? Do you have a passion for helping families secure their futures? Join our team and make a difference in th... more
  • 4 Days Ago

  • Security National Life Insurance Company Chicago, IL
  • We are looking for dedicated a life agents wanting to help others. About Us… Security National Life is a life insurance company with more than 60 years in ... more
  • 8 Days Ago


Not the job you're looking for? Here are some other Advance Planning Agent jobs in the Perris, CA area that may be a better fit.

  • Advance Employment Solutions Upland, CA
  • Job SummaryWe are seeking a motivated and results-driven Insurance Sales Agent to join our team. The ideal candidate will be responsible for identifying po... more
  • 1 Month Ago

  • Alta Planning Design Ontario, CA
  • Department: Engineering Location: Ontario, California Compensation: $85,000 - $115,000 / year Description Alta Planning Design seeks an Engineering Designe... more
  • 15 Days Ago

AI Assistant is available now!

Feel free to start your new journey!