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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 and providing clients with peace of mind through pre-need funeral planning. Holds a current life insurance license or the ability to obtain one, enhancing credibility in the preneed insurance industry.
Highest-signal resume keywords
Consultative Sales ExperienceLife Insurance LicenseAppointment Closing SkillsInterpersonal Sales AbilitiesLead Generation
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 SkillsPersuasion SkillsRelationship Development Skills
Tools & Technologies
Organizational ToolsStrategic Marketing Resources
Certifications & Qualifications
Life Insurance License
Industry Keywords
Preneed Funeral PlanningPreneed InsuranceClient Relationship Management
About the role
Key responsibilities & impact- Close pre-set appointments for pre-need funeral planning
- Develop relationships with clients who want to preplan their funeral
- Connect clients with plans for their final wishes and provide peace of mind to loved ones
- Work with qualified leads, appointment setting, and strategic marketing resources
- Use organizational tools and receive mentorship and coaching from Precoa’s field management
- Impact the community by helping families prearrange intentional plans
- Partner with Brandon G. Thompson Funeral Home in the preneed insurance industry
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 set your schedule and balance work and life priorities
- Dedicated team support with qualified leads, appointment setting, and strategic marketing resources
- Organizational tools, mentorship, and coaching
- Professional credentials through a current life insurance license or ability to obtain one