Re-engagement Planning Advisor

Job Responsibilities

• Develop trusting relationships with prospective and existing client families in order to generate sales leads.
• Update prospective client contact information and detailed notes in Customer Relationship Management (CRM) sales system.
• Take initiative to contact prospective clients and schedule sales appointments to meet prospective client’s schedule, including evenings and weekends.
• Take initiative to contact prospective clients and schedule sales appointments to meet prospective client’s schedule, including evenings and weekends.
• Apply listening and empathy skills to facilitate prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs.
• Explain insurance (trust) product features.
• Complete sales and insurance (trust) 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 team members and other departments as appropriate.
• Seek out manager’s coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.

MINIMUM Requirements

• High School Diploma or equivalent.
• Ability to obtain and maintain insurance license as required by state/province.
• Current state/province issued driver’s license with an acceptable driving record.
• Previous experience with Customer Relationship Management (CRM) sales systems preferred.
• Sales or Customer experience preferred.
• Knowledge, Skills And Abilities:
• Proficient computer skills including MS office suite.
• Proficient computer skills with CRM and Social Networking Apps preferred.
• Professional demeanor and communication skills.
• Bilingual, knowledge of another language preferred.
• Professional attire required when meeting with clients or representing the company.

Work Conditions

• Work indoors during all seasons and weather conditions.
• Comply with Corporate dress code policy.
• Sitting continuously for many hours per day, up to 6 hours per day.
• Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage.

Work Hours

• Working beyond “standard” hours as the need arises.

Postal Code

37204

Category (Portal Searching)

Sales

Job Location

US-TN - Nashville