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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, client relationship development, and effective appointment closing. Proficient in lead generation and networking, with strong interpersonal and listening skills to provide clients with peace of mind.
Highest-signal resume keywords
Consultative Sales ExperienceLife Insurance LicenseLead GenerationBilingual (English & Spanish)Client Relationship Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Interpersonal Sales AbilitiesListening SkillsPersuasion SkillsNetworking Abilities
Tools & Technologies
Organizational ToolsLead Generation ProgramsStrategic Marketing Resources
Certifications & Qualifications
Life Insurance License
Industry Keywords
Funeral HomeClient MeetingsFinal WishesPeace of Mind
About the role
Key responsibilities & impact- Close pre-set appointments with clients
- Represent a premier funeral home partner in qualified client meetings, typically lasting 90 minutes
- Connect with clients to plan their final wishes and provide peace of mind for their loved ones
- Use lead generation programs and strategic marketing resources
- Network and develop client relationships
- Work with a dedicated team of agents setting appointments
- Use organizational tools, mentorship, and coaching provided by field management
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
