Precoa

• Be the go-to support for our field agents • Respond to requests, answer operational questions, and help our sales representatives stay focused on serving families and closing plans. • Keep critical information accurate and organized • Maintain leads, records, and key data within our CRM so agents and teams have the reliable information they need to succeed. • Solve problems in real time • Troubleshoot issues quickly and thoughtfully, ensuring agents receive timely solutions that keep their work moving forward. • Collaborate across teams • Partner with inside sales, operations, and other departments to coordinate special requests and deliver seamless support. • Create a great service experience • Communicate clearly across phone, email, and chat while building trust with colleagues who rely on your responsiveness and professionalism.

Role Description You’re the kind of person who keeps things moving. You enjoy helping people succeed, solving problems in real time, and making sure the details are handled so others can do their best work. As an Agent Support Representative at Precoa, you’ll play a central role in helping our field sales team serve families across the country. You’ll be the trusted connection between agents, internal teams, and systems, answering questions, solving operational challenges, and ensuring the information they rely on is accurate and organized. This is a highly visible role where your responsiveness, attention to detail, and service mindset directly support the people who help families plan ahead. If you enjoy fast-moving environments, collaborating with a variety of personalities, and being the person others rely on to keep things running smoothly, this is an opportunity to make a real impact! Residence in the Pacific time zone or willingness to work a later schedule is preferred. What You’ll Do (and Why You’ll Love It) - Be the go-to support for our field agents. - Respond to requests, answer operational questions, and help our sales representatives stay focused on serving families and closing plans. - Keep critical information accurate and organized. - Maintain leads, records, and key data within our CRM so agents and teams have the reliable information they need to succeed. - Solve problems in real time. - Troubleshoot issues quickly and thoughtfully, ensuring agents receive timely solutions that keep their work moving forward. - Collaborate across teams. - Partner with inside sales, operations, and other departments to coordinate special requests and deliver seamless support. - Create a great service experience. - Communicate clearly across phone, email, and chat while building trust with colleagues who rely on your responsiveness and professionalism. Qualifications - High level of customer service. You enjoy helping people, communicating clearly, and ensuring others have what they need to succeed. - 1–2 years of professional experience in administrative support, customer service, or a related role. An undergraduate degree may substitute for experience. - Strong communication skills. You speak and write clearly, listen carefully, and approach conversations with empathy and professionalism. - Organizational discipline. You can manage multiple tasks at once, prioritize effectively, and maintain accuracy even in a fast-moving environment. - Comfort with workplace technology. Experience with tools such as Microsoft Office, Google Drive, Zoom, ADP, and Salesforce. - A collaborative mindset. You work well with direction from multiple teammates and maintain a positive, solutions-focused attitude. Benefits - Work remotely from home. - Residence in the Pacific time zone or willingness to work a later schedule is preferred. - Competitive hourly pay plus company bonuses. - 18 days of PTO and a minimum of six weeks paid parental leave. - Health, Dental, and Vision benefits. - 401(k) with company match. - $25,000 Life Insurance Policy. Company Description At Precoa, our people are the heart of our success. Core Employees strive to live our values of kindness, progression, and craftsmanship every day — bringing emotional intelligence, common sense, positivity, and authentic connection to everything they do. If you love solving challenges, building real relationships, and driving meaningful results, you’ll feel right at home here. We’re a national leader in the preneed industry. Our passion is helping people plan today so their families can focus on connection when they need it most. Recognized as one of The Oregonian’s Top Workplaces for 14 consecutive years, we’re committed to creating a place where you can live a fulfilling life, do meaningful work, grow your potential, and enjoy the journey along the way. Headquartered in Portland, OR, with a satellite office in Utah, we’re a team driven to make a difference — every day, through every connection.

You’re an outgoing person who loves interacting with different personalities. You thrive in an environment where you can quickly build rapport and provide top notch customer service. You enjoy multi-tasking and have a strong attention to detail. If this sounds like you, the Precoa ACEP Support Team wants to meet you! **What you’ll do (and why you’ll love doing it)**As an ACEP Support Representative, you will be responsible for answering incoming RSVP phone calls for one of our premier lead sources known as advertised community education events. Your primary role will be interacting with potential customers and maintaining the RSVP process to ensure that these events run smoothly. This role requires someone with customer service skills, strong work ethic, an upbeat and positive attitude and the ability to communicate in multiple formats (phone, email, chat etc.)

Role Description You’re an outgoing person who loves interacting with different personalities. You thrive in an environment where you can quickly build rapport and provide top notch customer service. You enjoy multi-tasking and have a strong attention to detail. If this sounds like you, the Precoa ACEP Support Team wants to meet you! As an ACEP Support Representative, you will be responsible for: - Answering incoming RSVP phone calls for one of our premier lead sources known as advertised community education events. - Interacting with potential customers and maintaining the RSVP process to ensure that these events run smoothly. This role requires someone with: - Customer service skills - Strong work ethic - An upbeat and positive attitude - The ability to communicate in multiple formats (phone, email, chat, etc.) This position is for the late shift on the team which will require maintaining a schedule that accommodates our west-coast clients, with a 9 or 10am PST start time. Applicants in the Pacific or Mountain time zones are preferred. Qualifications - 1-2 years’ work experience in administrative/customer service related fields or undergraduate degree - Proficient in Microsoft Office, Google Drive, Zoom, ADP - Strong written communication and composition skills - High level of professionalism Requirements - Communication – Speaks clearly, listens and obtains clarification, and is empathetic - Task Management – Works well taking direction from different team members; balances competing tasks efficiently with a positive attitude; gathers and organizes information for analysis; identifies problems and raises a flag in a timely manner Benefits - Work remotely from home - Competitive hourly pay based on experience plus company bonuses - 18 days PTO and two paid weeks of parental leave - Health, Dental, and Vision benefits - 401k, with company match and $10,000 Life Insurance Policy Company Description Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®️. - Our core values of kindness, progression, and craftsmanship have led us to be named one of The Oregonian’s top workplaces for 14 consecutive years. - We support our external and internal partners with these core values in mind. - Our culture commitments to our employees include the ability to live happy, fulfilling lives, develop lifelong friends, accomplish meaningful work, discover and unleash your true potential, and to laugh and enjoy the journey together. - Headquartered in Portland, OR with a satellite office in Utah, everyone at Precoa is passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.

• Serve families earlier in their journey - Help families make informed, confident decisions before a loss. Create space for meaningful conversations that reduce stress and bring peace of mind. • Focus on connection, not chasing leads - Step into pre-set, qualified appointments so you can spend your time building trust, not prospecting. • Grow your income through your impact - Earn uncapped commission with the support of a proven system that helps you convert more conversations into meaningful outcomes. • Own your schedule and your workflow - Work remotely and structure your day with intention, giving you flexibility without sacrificing performance. • Develop professionally in a supportive system - Build advanced sales and communication skills through supportive coaching, mentorship, and ongoing development.

Serve more families. Grow your impact. Earn more. As a licensed funeral director, you understand the profession and bring credibility, care, and professionalism to every conversation. You care deeply about serving families within your community, and might have wondered if there’s a way to serve with more time, more clarity, and more impact. This is that opportunity! As a Remote Licensed Preneed Funeral Director, you’ll guide families through thoughtful advance planning conversations before a loss occurs. And you’ll do it with real support behind you. Qualified leads, appointment setting, and proven marketing programs to grow your impact. You’ll primarily serve families connected to our funeral home partners across North Carolina, South Carolina, and Virginia. All from a flexible, remote environment that allows you to take ownership of your schedule and your income. What You’ll Do (and Why You’ll Love Doing It) Serve families earlier in their journey - Help families make informed, confident decisions before a loss. Create space for meaningful conversations that reduce stress and bring peace of mind. Focus on connection, not chasing leads - Step into pre-set, qualified appointments so you can spend your time building trust, not prospecting. Grow your income through your impact - Earn uncapped commission with the support of a proven system that helps you convert more conversations into meaningful outcomes. Own your schedule and your workflow - Work remotely and structure your day with intention, giving you flexibility without sacrificing performance. Develop professionally in a supportive system - Build advanced sales and communication skills through supportive coaching, mentorship, and ongoing development. Ready to expand your impact and serve more families?

Serve more families. Grow your impact. Earn more. As a licensed funeral director, you understand the profession and bring credibility, care, and professionalism to every conversation. You care deeply about serving families within your community, and might have wondered if there’s a way to serve with more time, more clarity, and more impact. This is that opportunity! As a Remote Licensed Preneed Funeral Director, you’ll guide families through thoughtful advance planning conversations before a loss occurs. And you’ll do it with real support behind you. Qualified leads, appointment setting, and proven marketing programs to grow your impact. You’ll primarily serve families connected to our funeral home partners across North Carolina, South Carolina, and Virginia. All from a flexible, remote environment that allows you to take ownership of your schedule and your income. What You’ll Do (and Why You’ll Love Doing It) Serve families earlier in their journey - Help families make informed, confident decisions before a loss. Create space for meaningful conversations that reduce stress and bring peace of mind. Focus on connection, not chasing leads - Step into pre-set, qualified appointments so you can spend your time building trust, not prospecting. Grow your income through your impact - Earn uncapped commission with the support of a proven system that helps you convert more conversations into meaningful outcomes. Own your schedule and your workflow - Work remotely and structure your day with intention, giving you flexibility without sacrificing performance. Develop professionally in a supportive system - Build advanced sales and communication skills through supportive coaching, mentorship, and ongoing development. Ready to expand your impact and serve more families?

Serve more families. Grow your impact. Earn more. As a licensed funeral director, you understand the profession and bring credibility, care, and professionalism to every conversation. You care deeply about serving families within your community, and might have wondered if there’s a way to serve with more time, more clarity, and more impact. This is that opportunity! As a Remote Licensed Preneed Funeral Director, you’ll guide families through thoughtful advance planning conversations before a loss occurs. And you’ll do it with real support behind you. Qualified leads, appointment setting, and proven marketing programs to grow your impact. You’ll primarily serve families connected to our funeral home partners across North Carolina, South Carolina, and Virginia. All from a flexible, remote environment that allows you to take ownership of your schedule and your income. What You’ll Do (and Why You’ll Love Doing It) Serve families earlier in their journey - Help families make informed, confident decisions before a loss. Create space for meaningful conversations that reduce stress and bring peace of mind. Focus on connection, not chasing leads - Step into pre-set, qualified appointments so you can spend your time building trust, not prospecting. Grow your income through your impact - Earn uncapped commission with the support of a proven system that helps you convert more conversations into meaningful outcomes. Own your schedule and your workflow - Work remotely and structure your day with intention, giving you flexibility without sacrificing performance. Develop professionally in a supportive system - Build advanced sales and communication skills through supportive coaching, mentorship, and ongoing development. Ready to expand your impact and serve more families?

Serve more families. Grow your impact. Earn more. As a licensed funeral director, you understand the profession and bring credibility, care, and professionalism to every conversation. You care deeply about serving families within your community, and might have wondered if there’s a way to serve with more time, more clarity, and more impact. This is that opportunity! As a Remote Licensed Preneed Funeral Director, you’ll guide families through thoughtful advance planning conversations before a loss occurs. And you’ll do it with real support behind you. Qualified leads, appointment setting, and proven marketing programs to grow your impact. You’ll primarily serve families connected to our funeral home partners across North Carolina, South Carolina, and Virginia. All from a flexible, remote environment that allows you to take ownership of your schedule and your income. What You’ll Do (and Why You’ll Love Doing It) Serve families earlier in their journey - Help families make informed, confident decisions before a loss. Create space for meaningful conversations that reduce stress and bring peace of mind. Focus on connection, not chasing leads - Step into pre-set, qualified appointments so you can spend your time building trust, not prospecting. Grow your income through your impact - Earn uncapped commission with the support of a proven system that helps you convert more conversations into meaningful outcomes. Own your schedule and your workflow - Work remotely and structure your day with intention, giving you flexibility without sacrificing performance. Develop professionally in a supportive system - Build advanced sales and communication skills through supportive coaching, mentorship, and ongoing development. Ready to expand your impact and serve more families?

• You’ll follow up with warm leads who have already expressed interest in preplanning. • Making around 200 dials per day, you’ll set client appointments to meet with a local professional to craft an intentional plan and gain peace of mind. • You’ll support our Field Sales team by providing the most accurate information possible to help them educate the clients and drive our mission to prearrange all families.