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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong consultative sales abilities with a focus on relationship development and client engagement. Proficient in lead generation, appointment-setting, and effective communication, particularly in bilingual settings.
Highest-signal resume keywords
Life Insurance LicenseConsultative Sales ExperienceLead GenerationBilingual (English & Spanish)Interpersonal Sales Abilities
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 Development SkillsPersuasion Skills
Tools & Technologies
Organizational ToolsStrategic Marketing Support
Certifications & Qualifications
Life Insurance License
Industry Keywords
Client MeetingsCommunity EducationNetworkingAppointment-Setting
About the role
Key responsibilities & impact- Close pre-set appointments with clients, typically lasting 90 minutes
- Represent William C. Harris Funeral Directors in qualified client meetings
- Connect with clients to plan their final wishes and provide peace of mind for their loved ones
- Use lead generation, appointment-setting, and strategic marketing support
- Work with a dedicated team of over 50 agents
- Use organizational tools, mentorship, and coaching from field management
- Develop client relationships and contribute to community education and networking
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
- Bilingual (English & Spanish) preferred
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
- Dedicated team support, appointment setting, organizational tools, mentorship, and coaching
- Precoa Escapes Sales Incentive Trips for you and your family