Insurance Agent

Consider the possibilities of starting a fulfilling career helping families!

The Pre-Planning Advisor is a self-starter expected to achieve sales targets by selling pre-need arrangements and services. The Pre-Planning Advisor serves families in a professional, caring and timely manner. Follow-up and generation of referrals from client families are integral to success and to establish a strong service relationship with families. The Pre-Planning Advisor also develops relationships with the community.

JOB RESPONSIBILITIES

Lead Generation

• Consistently networks and builds relationships to generate recommendations for gaining referrals for pre-need arrangements using company tools, processes and standards
• Holds self-accountable for prospecting every day such as approaching families face-to-face during events, door knocking or group seminars
• Networks and builds community and civic relationships
• Explains and presents Pre-Need presentations to families
• Maintains and tracks activity levels to ensure productivity
• Remains flexible with schedule to achieve results; often works nights and weekends

Build Relationships with Families

• Establishes and maintains strong business relationships with families by connecting with the family, relating to them, resolving their concerns and needs, and committing to follow through
• Responds to client inquiries in a timely, respectful, sensitive and professional manner
• Connects with families through listening, honest communication and genuine concern
• Develops an understanding of each family’s unique needs and offers solutions that provide value to them
• Stays in touch with families to ensure satisfaction
• Prepares for all appointments and performs all procedures with professionalism and attention to detail
• Provides service beyond expectations to ensure satisfaction and to form the foundation for future sales based on long-term relationships
• Builds trust-based relationships to earn the right to ask for referrals
• Earns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning

MINIMUM Requirements

Education

• High school education or equivalent
• Required licensing

License

• Current state/province issued driver’s license with an acceptable driving record
• Insurance License to perform this role

Experience

• Sales experience or one to two years industry experience or equivalent education
• Previous experience with Customer Relationship Management (CRM) systems is a plus

Knowledge, Skills and Abilities

• Basic computer and technology skills within a sales environment
• Ability to work well in a team, as well as independently
• Ability to work beyond “standard” hours as the need arises
• Good driving record
• Good work ethic
• High-level of integrity
• Creative, outgoing and energetic
• Comfortable presenting in front of others
• Desire to help others
• Bilingual, knowledge of another language is a plus

Work CONDITIONS

Work Environment

• Work indoors and outdoors during all seasons and weather conditions
• Local and/or multiple location traveling required
• Comply with dress code policy

Work Postures

• Sitting continuously for many hours per day, up to 6 hours per day
• May climb stairs to access buildings

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

COMPENSATION:

Commission Only

Benefits:

Flexible Schedule, Compensation based on performance

Job Location: US-Inland Empire, CA, Memphis, TN, 

Time Type: Contract