Re-engagement Advisor
Core
Sales representative specializing in pre-planned funeral services, cemetery/mausoleum property, and associated insurance/trust products.
Role type
Sales representative (funeral services)
Builds
Pre-planned funeral service packages and cemetery/mausoleum property sales
Domain
Funeral services and insurance
Deliverable
client delivery
Required skills
sales, customer relationship management (CRM) systems, insurance licensing, lead generation, appointment scheduling, contract completion
Preferred skills
bilingualism, social networking apps proficiency, prior sales or customer experience
Technologies
CRM sales software, proprietary contracting software, MS Office suite
Responsibilities
Develop trusting relationships with prospective and existing client families to generate sales leads; Contact prospective clients and schedule sales appointments; Explain insurance (trust) product features and complete sales contracts; Utilize CRM software to source leads and develop sales pipeline; Coordinate sales efforts with team members and other departments.
Seniority
Individual Contributor