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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 appointment closing and lead generation strategies. Possesses strong interpersonal skills to connect with clients and provide tailored solutions for their final wishes.
Highest-signal resume keywords
Consultative Sales ExperienceLife Insurance LicenseLead GenerationAppointment ClosingInterpersonal 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 DevelopmentPersuasion SkillsNetworking Abilities
Tools & Technologies
Organizational Tools
Certifications & Qualifications
Life Insurance License
Industry Keywords
Funeral HomeClient MeetingsBusiness DevelopmentCommunity EducationStrategic Marketing
About the role
Key responsibilities & impact- Close pre-set appointments with clients, typically lasting 90 minutes
- Represent a premier funeral home partner in qualified client meetings
- Connect with clients to plan their final wishes and provide peace of mind for their loved ones
- Work with a dedicated team of agents who set appointments and provide client information
- Use organizational tools, mentorship, and coaching from field management
- Develop business through lead generation, community education, and strategic marketing programs
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
- Dedicated team support with appointment setting
- Organizational tools, mentorship, and coaching
- Flexible scheduling and work-life balance
- Precoa Escapes Sales Incentive Trips for you and your family
