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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and managing client relationships, generating leads, and closing appointments within the funeral preplanning sector. Proficient in consultative sales techniques and community engagement to provide clients with peace of mind regarding their final wishes.
Highest-signal resume keywords
Life Insurance LicenseLead GenerationConsultative Sales ExperienceNetworking AbilitiesAppointment Closing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Excellent Listening
Certifications & Qualifications
Life Insurance License
Industry Keywords
Funeral PreplanningCommunity Education ProgramsReferral RelationshipsAftercare Connections
About the role
Key responsibilities & impact- Build and own a book of business through community education programs, referral relationships, and aftercare connections
- Develop relationships with clients who want to preplan their funeral
- Connect with clients to plan final wishes and provide peace of mind to loved ones
- Generate leads and close appointments
- Set your own schedule and manage work-life priorities
- Work with a field manager who provides local connections, mentorship, and coaching
Requirements
What you’ll need- Current life insurance license or ability to obtain one
- Consultative sales experience is a bonus
- Ability to effectively generate leads and close appointments
- Excellent listening, lead generation, and networking abilities
Benefits
Comp & perks- Meaningful work in your community
- Uncapped earning potential
- Consistent regional and nationwide incentive programs
- Qualification for Precoa Escapes trip of a lifetime
- Freedom to set your schedule and balance work and life priorities
- Current life insurance license provides professional credentials
