Re-engagement Advisor
Core
Sales representative engaging prospective clients to sell pre-planned funeral services, cemetery/mausoleum property, and trust insurance products.
Role type
Sales representative (funeral services)
Builds
Pre-planned funeral service packages, cemetery/mausoleum property sales, trust insurance contracts
Domain
Funeral services and insurance
Deliverable
client delivery
Required skills
CRM software proficiency, sales appointment setting, trust product explanation, contract completion, lead sourcing, relationship building
Preferred skills
Insurance licensing, CRM system experience, bilingualism, social networking apps 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 and schedule appointments including evenings and weekends; Apply listening and empathy skills to guide clients through pre-planning and service selection; Utilize CRM software to source leads and develop sales pipeline; Complete sales and insurance contracts ensuring accuracy; Coordinate sales efforts with team members and other departments.