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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 for preneed funeral planning. Proficient in lead generation and utilizing strategic marketing resources to connect with clients and provide peace of mind.
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 SkillsNetworking Abilities
Tools & Technologies
Organizational ToolsMentorshipCoaching
Certifications & Qualifications
Life Insurance License
Industry Keywords
Preneed Funeral PlanningClient RelationshipsStrategic MarketingCommunity Impact
About the role
Key responsibilities & impact- Close pre-set appointments for preneed funeral planning
- Develop relationships with clients who want to preplan their funeral
- Connect with clients to plan their final wishes and provide peace of mind for their loved ones
- Use qualified leads, appointment setting, and strategic marketing resources
- Work with field management through organizational tools, mentorship, and coaching
- Impact the community by helping families prearrange intentional plans
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
- Uncapped earning potential
- Consistent regional and nationwide incentive programs
- Qualification for Precoa Escapes trip of a lifetime
- Freedom to be your own boss, set your schedule, and balance work and life priorities
- Precoa Escapes Sales Incentive Trips for you and your family
- Organizational tools, mentorship, and coaching
- Professional credentials through a current life insurance license or ability to obtain one