Build and maintain relationships with funeral directors, cemetery owners, and preneed managers within an assigned territory through in-person and virtual meetings.
Promote offering from subsidiary and partner organizations to enhance their active usage.
Identify and secure new funeral home accounts through networking and outreach.
Drive consistent sales growth in new and existing accounts to meet or exceed territory quotas while maintaining profitability.
Assist new accounts with licensing, contracting, product training, and marketing support to ensure successful adoption of services.
Serve as a key liaison to maintain long-term relationships and customer satisfaction, ensuring continued business growth.
Track and update account data, monitor industry trends, and maintain records in company systems to ensure accurate reporting and compliance.
Develop quarterly plans of action to maximize account productivity including routing and scheduling.
Requirements
Bachelor level degree in business management is preferred or equivalent job experience.
6+ years B2B traveling sales experience.
Funeral industry knowledge is preferred.
Must possess excellent organizational skills with a demonstrated ability to manage multiple deadlines and changing agendas.
Must be in the state of Wisconsin.
Must be willing, and be available, to travel extensively by car or air up to 80% of time.
Must maintain a valid driver’s license.
Must meet and maintain the appropriate state-licensing requirement to represent life insurance products in their assigned territory.
Benefits
Competitive base salary plus quarterly incentive bonus
An excellent schedule – office closes at 1 p.m. every Friday
Annual profit sharing
401(k) with company match with discretionary contribution
Company-sponsored group medical and dental insurance
Company-paid life insurance
Company-paid long-term disability
Hybrid work environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.