Re-engagement Planning Advisor

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.
• 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.

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.
• Experience in sales or customer experience preferred.
• Previous experience with Customer Relationship Management (CRM) sales systems preferred.

Minimum Requirements

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.

Available to work evenings and weekends.

Work Conditions

• Work indoors during all seasons and weather conditions.
• Comply with Corporate dress code policy.
• Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage.

Work Postures

Sitting continuously for many hours per day, up to 6 hours per day.

Physical Demands

Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage.

Work Hours

Working beyond “standard” hours as the need arises.

Target Compensation Range

$50,000 to $100,000 annually.