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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 relationship development, with a focus on closing pre-set appointments and providing clients with peace of mind through effective communication and planning. Proficient in lead generation and networking to build community connections.
Highest-signal resume keywords
Life Insurance LicenseConsultative Sales ExperienceLead GenerationNetworking AbilitiesInterpersonal Sales Skills
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 SkillsPersuasion SkillsRelationship Development Skills
Tools & Technologies
Organizational ToolsProactive Preneed System
Certifications & Qualifications
Life Insurance License
Industry Keywords
Preneed Insurance SalesClient PlanningCommunity Connections
About the role
Key responsibilities & impact- Close pre-set appointments for preneed insurance sales
- Connect with clients to plan their final wishes and provide peace of mind for their loved ones
- Work with a dedicated team of agents setting appointments and supporting client knowledge
- Use organizational tools, mentorship, and coaching from field management
- Build community connections through lead generation and networking
- Help families prearrange intentional plans through Precoa’s Proactive Preneed system
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
- Precoa Escapes Sales Incentive Trips for you and your family
- Freedom of being your own boss, setting your schedule, and balancing work and life priorities
- Dedicated team supporting efforts with qualified leads, appointment setting, and strategic marketing resources
- Organizational tools, mentorship, and coaching