Job Details

Develop trusting relationships with prospective and existing client families in order to generate sales leads. Input prospective client contact information in Customer Relationship Management (CRM) system. Take initiative to contact prospective clients and schedule sales appointments to meet prospective clients schedule, including evenings and weekends. Applying listening and empathy skills facilitates prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs. Shows property and property features to prospective families for both pre and at-need sales. Explains insurance product features. Completes sales and insurance contracts ensuring accuracy and completeness. Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop sales pipeline. Collaborate with Funeral Director and family on pre-need property or mausoleum sales. Coordinates sales efforts with t...Sales, Inside Sales, Professional, Customer Experience, Relationship, Skills