Appointment Setter

• Reach out to potential clients and schedule appointments for sales team to discuss funeral and cemetery pre-arrangement services both remotely and in-person
• Serve as the first point of contact for clients, providing information and answering questions
• Follow up with families after services
• Set appointments for Advance Planners
• Communicate with families through phone, text, email, chat, and social platforms
• Conduct sales presentations via remote visit platforms
• Host and support remote group seminars
• Accurately complete product and funding paperwork
• Maintain and utilize the lead management system
• Learn and deliver the pre-arrangement consumer presentation
• Ensure compliance with preneed rules and regulations
• Attend all sales meetings and training sessions

Appointment Setter

Solar Appointment Setter

Appointment Setter

Appointment Setter – Green Energy Windows

Solar Appointment Setter

Solar Appointment Setter