Re-engagement Planning 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
product features
Required skills
CRM software proficiency, insurance licensing, lead generation, appointment scheduling, contract completion, empathy and listening skills
Preferred skills
Sales or customer experience background, CRM system experience, bilingualism, social networking app proficiency
Technologies
CRM sales software, proprietary contracting software, MS Office suite
Responsibilities
Develop trusting relationships with client families to generate sales leads; Contact prospective clients to schedule appointments; Guide clients through the pre-planning process and explain insurance product features; Complete sales and insurance contracts ensuring accuracy; Utilize CRM software to source leads and develop sales pipeline; Coordinate sales efforts with team members and other departments.