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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 strong focus on closing pre-set appointments and utilizing strategic marketing resources. Proficient in lead generation and networking within the insurance and funeral service industries.
Highest-signal resume keywords
Life Insurance LicenseConsultative Sales ExperienceAppointment ClosingLead GenerationInterpersonal 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 Resources
Certifications & Qualifications
Life Insurance License
Industry Keywords
Preneed Insurance SalesClient PlanningFuneral HomesLead GenerationNetworking
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 over 50 agents who set appointments and provide client information
- Use organizational tools, mentorship, coaching, qualified leads, appointment setting, and strategic marketing resources
- Partner with funeral homes through Precoa’s Proactive Preneed lead generation and marketing 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 to set your schedule and balance work and life priorities
- Dedicated team support, appointment setting, organizational tools, mentorship, and coaching