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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 management, with a focus on effective communication and closing techniques. Holds a current life insurance license or the ability to obtain one, ensuring compliance and trust in client interactions.
Highest-signal resume keywords
Consultative Sales ExperienceLife Insurance LicenseInterpersonal Sales AbilitiesAppointment Closing SkillsRelationship Development 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 SkillsOrganizational Skills
Tools & Technologies
Lead Generation ToolsMarketing Support Tools
Certifications & Qualifications
Life Insurance License
Industry Keywords
Funeral PlanningClient MeetingsPrearranged Funeral Plans
About the role
Key responsibilities & impact- Close pre-set appointments with prospective clients
- Represent a premier funeral home partner in qualified client meetings typically lasting 90 minutes
- Connect with clients to plan 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, lead generation, and marketing support
- Help families prearrange funeral plans and prepare for the time of loss
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
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 setting appointments
- Organizational tools, mentorship, and coaching
- Precoa Escapes Sales Incentive Trips for you and your family