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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong sales leadership and management capabilities, with a focus on coaching and mentoring a team of Advance Funeral Planners. Builds and maintains relationships with funeral home owners while effectively communicating and problem-solving in diverse communities.
Highest-signal resume keywords
Sales Leadership ExperienceTeam Coaching and MentoringRelationship Building with Business OwnersLife Insurance LicenseSpanish Fluency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong Communication SkillsEmotional IntelligenceIndependent Problem SolverEntrepreneurial Mindset
Certifications & Qualifications
Life Insurance License
Industry Keywords
Advance Funeral PlannersFuneral Home OwnersLead GenerationConsumer PresentationsBay Area Residency
About the role
Key responsibilities & impact- Lead 10 to 15 Advance Funeral Planners (AFPs) serving diverse communities
- Mentor, motivate, and coach the AFP team
- Partner with funeral home owners across Northern California
- Build and maintain relationships with funeral home owners
- Conduct ride-alongs and develop team members
- Lead consumer presentations
- Promote local lead generation
- Use reporting to identify opportunities to increase production
- Sell alongside the team
- Work regularly in local funeral homes
- Collaborate with the West Coast team
- Operate across Daly City, the South Bay, East Bay, Monterey Bay area, and San Joaquin Valley
- Travel approximately one week per month, with most nights at home
Requirements
What you’ll need- Sales leadership or management experience, with a track record of coaching performance, building trust quickly, and holding a team accountable
- Experience building relationships with business owners
- A current life insurance license or willingness to obtain one
- Bay Area residency
- Comfort with regular travel
- Strong communication skills, including responding quickly, checking in proactively, and handling tough conversations with emotional intelligence
- Independent, entrepreneurial, coachable problem solver who brings ideas, not just questions
- Bachelor’s degree or equivalent experience preferred
- Spanish fluency is a bonus
Benefits
Comp & perks- Total compensation based on experience, background, and performance, with meaningful upside for top performers
- 18 days PTO and 10 paid holidays annually
- Minimum 6-weeks parental leave
- Health, Dental, and Vision benefits
- 401k, with company match and $25,000 Life Insurance Policy
