Client Success- North Eastern US
UpdatePromise
Appointment Setter
Norman K.
full-time
Posted on:
Origin: • 🇺🇸 United States • Washington
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
Requirements
- Strong interpersonal and communication skills with the ability to quickly build trust
- Empathy and professionalism when working with families
- Confidence to handle objections and close sales
- Goal-orientated with strong organizational skills and attention to detail
- Ability to present effectively both in-person and through remote platform
- Positive attitude and willingness to learn
