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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 building, with a focus on closing pre-set appointments for preneed funeral planning. Proficient in lead generation and community engagement to support client needs and enhance service delivery.
Highest-signal resume keywords
Life Insurance LicenseConsultative Sales ExperienceInterpersonal Sales AbilitiesLead GenerationPersuasion Skills
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 Skills
Tools & Technologies
Organizational Tools
Certifications & Qualifications
Life Insurance License
Industry Keywords
Preneed Funeral PlanningClient PreparationCommunity EducationNetworking Abilities
About the role
Key responsibilities & impact- Close pre-set appointments for preneed funeral planning
- Connect with clients to plan final wishes and provide peace of mind to families
- Work with a dedicated team of agents who set appointments and support client preparation
- Use organizational tools, mentorship, and coaching from field management
- Participate in community education and lead generation activities
- Build relationships with clients and funeral home communities
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 and relationship development skills
- Ability to effectively close pre-set appointments
- Excellent 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
- Flexible scheduling and work-life balance
- Dedicated team support, appointment setting, mentorship, coaching, and organizational tools
