Estate Planning Director jobs in Hamden, CT

Our associates celebrate lives. We celebrate our associates.

Consider the possibilities of joining a Great Place to Work!

As a sales trainee, learn the industry, products, product finance / insurance options, services as well as use of Customer Relationship Management software and proprietary contracting software. Throughout the training program, successfully complete course work, pass exams, and demonstrate appropriate skills to begin fulfilling the following responsibilities.

Compassionate and results-driven sales representative to actively seek out and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned and at-need cemetery/mausoleum property. Meet with client families, at the Funeral Home or virtually, to discuss ‘Celebrating a Life Well Lived’. Present service, product, and property solutions to meet their personal and cultural needs. Take pride in service excellence and a technology rich company to support revenue quota achievement.

JOB RESPONSIBILITIES

• Develop trusting relationships with prospective and existing client families in order to generate sales leads. Input prospective client contact information in Customer Relationship Management (CRM) system.
• Take initiative to contact prospective clients and schedule sales appointments to meet prospective client’s schedule, including evenings and weekends.
• 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. Shows property and property features to prospective families for both pre and at-need sales. Explains insurance product features. Completes sales and insurance contracts ensuring accuracy and completeness.
• Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop sales pipeline.
• Collaborate with Funeral Director and family on pre-need property or mausoleum sales. 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.

Minimum Qualifications

Education

• High School Diploma or equivalent

Licenses

• Ability to obtain and maintain insurance license as required by state/province
• Current state/province issued driver’s license with an acceptable driving record

Experience

• Sales or Customer experience preferred
• Previous experience with Customer Relationship Management (CRM) systems preferred

Knowledge, Skills and Abilities

• 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

Postal Code: 06413

Category (Portal Searching): Sales

Job Location: US-CT - Clinton

Job Profile ID: S00068

Time Type: Full time

Location Name: Swan Funeral Home