Re-engagement Planning Advisor

Service Corp

Nashville, TN, US
Complete training program with exams
Maintain valid driver's license
Obtain state insurance license
The role involves actively engaging prospective clients to purchase pre-planned funeral services and cemetery property

Job Summary

  • The role involves actively engaging prospective clients to purchase pre-planned funeral services and cemetery property.
  • Associates must complete a comprehensive training program including coursework, exams, and skill demonstrations before starting.
  • The position requires utilizing CRM software to source leads and manage the sales pipeline effectively.

Matching Summary

The role involves actively engaging prospective clients to purchase pre-planned funeral services and cemetery property.

Skills & Requirements

Must-have

  • Complete training program with exams
  • Maintain valid driver's license
  • Obtain state insurance license
  • Schedule appointments evenings weekends
  • Use CRM software for lead management

Nice-to-have

  • Bilingual communication skills preferred
  • Previous CRM system experience
  • Compassionate and empathetic demeanor
  • Professional attire and demeanor
  • Experience in sales or customer service

Key Requirements

  • High School Diploma or equivalent
  • Current state issued driver's license
  • Ability to obtain insurance license
  • Proficient computer skills required

Work Rights

Not specified

Tailored Resume

Cover Letter