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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 client relationship development, with a focus on effective appointment closing and lead generation. Possesses strong interpersonal skills to connect with clients and support their prearrangement needs.
Highest-signal resume keywords
Consultative Sales ExperienceLife Insurance LicenseAppointment Closing SkillsLead 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 ToolsStrategic Marketing Programs
Certifications & Qualifications
Life Insurance License
Industry Keywords
Preneed Funeral PlanningClient MeetingsCommunity ConnectionsIntentional Plans
About the role
Key responsibilities & impact- Close pre-set appointments for preneed funeral planning
- Represent Heier Scott Mortuary and Cremations in qualified client meetings
- Connect with clients to plan their final wishes and provide peace of mind for their loved ones
- Work independently with support from a dedicated appointment-setting team
- Use organizational tools, mentorship, coaching, lead generation, and strategic marketing programs
- Build community connections and support families in prearranging 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
- Ability to meet with clients in qualified meetings typically lasting 90 minutes
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 providing appointment setting, organizational tools, mentorship, and coaching
- Strategic marketing resources provided at no cost
