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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales and client relationship development, with a focus on effective appointment closing and providing peace of mind through funeral prearrangement services. Holds a current life insurance license or the ability to obtain one, enhancing credibility in the preneed insurance industry.
Highest-signal resume keywords
Life Insurance LicenseConsultative Sales ExperienceAppointment ClosingInterpersonal Sales AbilitiesLead Generation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Listening SkillsRelationship DevelopmentPersuasion SkillsNetworking Abilities
Tools & Technologies
Organizational Tools
Certifications & Qualifications
Life Insurance License
Industry Keywords
Preneed InsuranceFuneral PrearrangementClient Support
About the role
Key responsibilities & impact- Close pre-set appointments with clients regarding funeral prearrangement
- Represent a premier funeral home partner in qualified client meetings typically lasting 90 minutes
- Connect with clients to plan final wishes and provide peace of mind for their loved ones
- Work with a dedicated team providing appointment setting and client support
- Use organizational tools, mentorship, and coaching from field management
- Build earning potential in the preneed insurance industry
Requirements
What you’ll need- Current life insurance license or ability to obtain one
- 5+ years consultative sales experience is a bonus
- Strong interpersonal sales abilities, listening skills, and relationship development skills
- Ability to effectively close pre-set appointments
- Excellent listening and persuasion skills, lead generation, and networking abilities
Benefits
Comp & perks- Meaningful work in your community
- Lead generation marketing and community education program at no cost
- Uncapped earning potential
- Consistent regional and nationwide incentive programs
- Qualification for Precoa Escapes trip of a lifetime
- Flexible scheduling and work-life balance
- Dedicated team support, organizational tools, mentorship, and coaching
