Re-engagement Planning Advisor

Service Corp

Nashville, TN, United States
On-site
Learn industry and product knowledge
Use crm sales software
Develop trusting client relationships
The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software

Job Summary

  • The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software.
  • Compassionate and results-driven sales representative to actively set appointments and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned cemetery/mausoleum property to meet their personal and cultural needs.
  • Develop trusting relationships with prospective and existing client families in order to generate sales leads.

Matching Summary

The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software.

Skills & Requirements

Must-have

  • Learn industry and product knowledge
  • Use CRM sales software
  • Develop trusting client relationships
  • Schedule and conduct sales appointments
  • Explain insurance product features
  • Work evenings and weekends

Nice-to-have

  • Compassionate and results-driven approach
  • Empathy skills
  • Bilingual knowledge preferred
  • Professional attire

Key Requirements

  • High School Diploma or equivalent
  • Ability to obtain and maintain insurance license
  • Current state/province issued driver’s license
  • Sales or Customer experience preferred
  • Previous CRM sales systems experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter