• Funeral Planning Center (FPC) - Region Manager

    Job Locations US-OR-Portland
  • Overview

    You’re a leader who provides kind guidance and makes setting appointments exciting. You have the know-how to drive performance, and you think strategically about how your teams operate. You care about giving your team as much support as they need. Are you ready join a company that cares just as deeply about its employees?


    Connection is more than just a buzzword at Precoa. As Region Manager of Precoa’s Funeral Planning Center, you will motivate and guide your team to connect with customers. You will analyze reports to distribute leads effectively, you’ll plan and design exciting incentives, and you will coach planners to deliver calls of the highest quality.


    Company Overview: Precoa is a national sales and marketing company within the preneed insurance industry. We are the nation’s leading provider of an innovative marketing, lead generation, and appointment setting system called Proactive Preneed, and our core values of kindness, progression, and craftsmanship have resulted in us being named one of Oregon’s Top Workplaces for seven consecutive years. We support our external and internal partners with our core values in mind, and we look for employees who can positively contribute to our company and culture.



    • Manage FPC Teams - First point of contact for your FPC teams
    • Provide regular, monthly 1-on-1’s and annual performance reviews
    • Provide guidance on best practices and administer corrective action (if needed)
    • Quality assurance (coaching Planners on calls, explaining standard processes)
    • Providing insight to FPC Coaches on Planners to guide coaching opportunities
    • Planner engagement & morale – plan and design incentives to drive performance and excite and stimulate FPC teams
    • Build strong relationships with other teams and departments
    • Ability to assess problems and propose and prioritize solutions
    • Coordinate with other Region Managers to ensure adequate FPC management coverage


    Lead Distribution - Utilize all tools to distribute leads effectively

    • Analyze reporting from Precoa Dashboard, Counselor Availability Report and CRM
    • Assist with requests from Account Management and the field
    • Distribute leads to Planners so that the leads are available at the beginning of their shifts (Mon-Thurs)

           Administrative – FPC Support

    • Participate in the interviewing and selecting of new hires for the FPC
    • Participate in the selection and facilitation of Planner movement to teams within the FPC
    • Lead and organize regional meetings and attend other cross functional department meetings as needed
    • ADP administration for team (approving timecards, PTO requests, etc)
    • Responsible for CRM updates for Planners (lead name changes, etc)
    • Additional duties and responsibilities as assigned



    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

    • While performing the duties of this job, the employee is required to use a computer. Knowledge of PC operations and software (Word processing and spreadsheet) are required. Good typing skills.
    • Excellent computer skills, including Microsoft Word, Excel, Outlook, and PowerPoint
    • Excellent leadership skills including: interpersonal skills with ability to have crucial conversations
    • Excellent organizational skills, and attention to detail
    • Able to exhibit a high level of confidentiality
    • Ability to build relationships


    • Problem Solving/Analysis - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
    • Communication Proficiency – Speaks clearly and persuasively, listens and obtains clarification, and empathetic
    • Strategic Thinking – the ability to think globally
    • Ethical Conduct/Integrity – Conducts oneself in alignment with the company’s core values
    • Teamwork – Contributes to building a positive team spirit; eagerly collaborates with coworkers towards goals

    Education and/or Experience: Associate’s degree or high School diploma and two years of relevant experience required.


    Supervisory Responsibility: This position manages several teams within the FPC including Sr. Planners, and Planners.

    Accountability: Reports directly to the FPC Manager

    Works Directly with: Planners and Sr. Planners within their region, Account Management, FPC Manager, other Regional Mangers/FPC Training Team, Human Resources, and Client Services Manager

    Work Environment: This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, and photocopiers.

    Physical Demands: While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.


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