- Develop trusting relationships with prospective and existing client families in order to generate sales leads. Updating 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.
- Appointments made at customers' residence, Dignity Memorial locations or virtually
- 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. Explains insurance (trust) product features. Completes 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.
- Coordinates sales efforts with team members and other departments as appropriate.
- Seek out manager's coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.
- 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
- Sales or Customer experience preferred
- Previous experience with Customer Relationship Management (CRM) sales systems preferred
- 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 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
- Working beyond "standard" hours as the need arises
-
Merrill Financial Solutions Advisor
5 days ago
Bank of America Kingsport, United StatesMerrill Financial Solutions Advisor - Tennessee Valley Market · Johnson City, Tennessee;Bristol, Tennessee; Kingsport, Tennessee · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connec ...
-
Individual Product Advisor
3 weeks ago
MVP Health Care Sullivan County, United StatesIndividual Product Advisor - Fishkill · Dutchess County, NY, USA ● Fishkill Office, 300 Westage Business Center Drive, Fishkill, New York, United States of America ● Orange County, NY, USA ● Sullivan County, NY, USA ● Ulster County, NY, USA Req #1968 Thursday, March 28, 2024 Ove ...
-
Delivery Driver
2 weeks ago
Aaron's Kingsport, United States**Overview** · Our Delivery Drivers represent the face of Aarons after all, theyre on the front lines interacting with our customers. Covering a wide variety of responsibilities from transporting our products to showing the customer how they work, this role isnt just behind the ...
-
Commercial Relationship Manager
3 weeks ago
First Horizon Bank Kingsport, United StatesDescription · Location: On site, Kingsport, TN · Summary · Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term a ...
-
Commercial Relationship Manager
6 days ago
First Horizon Kingsport, United StatesLocation: On site, Kingsport, TN · Summary · Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable ...
-
Commercial Relationship Manager
3 weeks ago
First Horizon Kingsport, United StatesLocation: On site, Kingsport, TN · Summary · Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable ...
-
Investment advisor for private clients
3 weeks ago
Spectrum Innovations Keokee, United StatesTradition and Vision - Humanity and Success We are a modern company - with a centuries-old tradition. This is based on the cooperative principle "One for all - all for one". And we stick to it. At our company, you work as a team player (m/f/d) and can always rely on your colleagu ...
-
Funeral Director/Embalmer
2 weeks ago
Service Corporation International Kingsport, United StatesOur associates celebrate lives. We celebrate our associates. · Consider the possibilities of joining a Great Place to Work · Compassionately facilitates funeral arrangement discussions with deceased next of kin and presides over visitation, funeral, and graveside services in ac ...
-
Financial Advisor
2 weeks ago
First Horizon Advisors, Inc. Greeneville, United StatesLocation : On site at location listed in the job posting. · Summary · We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized ...
-
Financial Advisor
2 weeks ago
First Horizon Advisors, Inc. Greeneville, United StatesLocation: On site at location listed in the job posting. · Summary · We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized ...
-
Financial Advisor
2 days ago
First Horizon Advisors, Inc. Greeneville, United StatesJob Description · Location: On site at location listed in the job posting. · Summary · We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first ...
-
Financial Advisor
4 weeks ago
First Horizon Advisors Greeneville, United StatesLocation: On site at location listed in the job posting. · Summary · We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized ...
-
Financial Advisor
1 week ago
First Horizon Advisors, Inc. Greeneville, United StatesLocation: On site at location listed in the job posting. · Summary · We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognize ...
-
Financial Advisor
1 week ago
First Horizon Advisors, Inc. Greeneville, United StatesLocation: On site at location listed in the job posting. · Summary · We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognize ...
-
Financial Advisor
1 day ago
First Horizon Advisors, Inc. Greeneville, United StatesJob Description · Location: On site at location listed in the job posting. · Summary · We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first ...
-
Financial Advisor
3 weeks ago
First Horizon Greeneville, United StatesLocation: On site at location listed in the job posting. · Summary · We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognize ...
-
Part-time Customer Service Advisor
3 weeks ago
Thornbury Nursing Services Bristol, United States Part time**Part-time Customer Service Advisor Bristol** · **Job title:** Part-time Customer Service Advisor Night Shifts **Location:** Bristol **Contract:** Permanent **Salary:** 10,500 per annum +20% anti social hours pay (based on 20 hours per week) + 1/4 bonus **Working hours:** 2 nig ...
-
Branch Office Administrator
4 days ago
Edward Jones Johnson City, United States Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. · At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branc ...
-
RN - MedSurg
1 week ago
American Medical Staffing Norton, VA, US, United StatesYou have a lot of choices when you consider your next professional role and we know it can be hard to wade through all the calls, emails and messages from medical staffing agencies who see you as just a number. Consider a different approach with a travel nurse staffing agency tha ...
-
People and Culture Business Partner
3 weeks ago
Bis Industries Plum, United StatesElevate your career and expand upon existing achievements, leaving your mark · Receive guidance and mentorship from a dedicated team · Full-time permanent position with competitve salary and benefits · As the People and Culture Business Partner at Bis, you will be a trusted strat ...
Re-engagement Planning Advisor - Kingsport, United States - Service Corporation International
Description
Our associates celebrate lives. We celebrate our associates.Consider the possibilities of joining a Great Place to Work
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.
Responsibilities include completing a training program which requires successfully complete course work, passing exams, and demonstrating the appropriate skills to begin fulfilling the following responsibilities.
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.
JOB RESPONSIBILITIES
Education
Work Environment
Category (Portal Searching): Sales
Job Location:
US-TN - Kingsport