Key skills
CRMCommunication
About this role
Role Overview
- Make outbound calls to generate appointments for pre-need planning services
- Set 10-12 qualified appointments weekly, tracked in our CRM system
- Follow a proven training plan to master appointment setting and phone engagement
- Maintain accurate records of all activity and follow-up using CRM tools
- Provide exceptional customer service and represent our brand with professionalism
- Collaborate with advisors by setting appointments that lead to shared success and commissions
Requirements
- Minimum 3 years of professional telemarketing experience
- High school diploma or equivalent
- Valid drivers license and reliable transportation
- Strong communication and organizational skills
- Comfortable working in a fast-paced, goal-driven environment
Benefits
- Base compensation with commission opportunities
- Clear career path for high performers
- Supportive team environment and ongoing training
- Opportunities to contribute to meaningful end-of-life planning services