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Client Relations Specialist

2 months ago


Knoxville, Tennessee, United States Financial Services Company Full time
Job Overview

Are you a skilled sales professional or event coordinator looking to make a meaningful impact by assisting individuals in safeguarding their families and assets? Our financial services company is seeking compassionate and confident individuals to join our team as Family Service Advisors for Preneed Funeral Sales. This role offers a unique opportunity to provide essential support to families during challenging times.

Key Responsibilities
  • Engage with families to facilitate preneed funeral arrangements for a family-operated funeral home and cemetery.
  • Leverage your experience in sales, customer service, or event planning to connect with clients.
  • Seek motivated, empathetic, and goal-driven individuals who are passionate about helping others.
  • Maintain a professional appearance and demeanor at all times.
  • Foster ongoing relationships with clients regarding premium payments, aftercare, and future business referrals.
  • Exhibit exceptional communication skills to effectively present information to clients and their families.
  • Address customer inquiries and provide assistance as needed.
  • Process and record payments accurately.
  • Conduct presentations and engage in community outreach initiatives.
  • Utilize company-generated leads through community outreach programs and pre-planning seminars.
  • Actively prospect within the community to build connections.
  • Demonstrate the ability to work independently and remain self-motivated.
  • Obtain or maintain an insurance license as required.
  • Hold a valid driver's license for necessary travel.
Benefits
  • Full-time career with commission-based earnings and flexible hours.
  • Initial salary provided during training for the first four months.
  • Comprehensive benefits package including health insurance, 401(k) retirement plan, dental, and vision care reimbursement.
  • Extensive product training and professional sales tools offered.
  • Multiple lead generation programs with uncapped commission potential.
  • No income cap, with bonus incentives based on performance.

Our sales team is dedicated to delivering exceptional service to families, helping them prepare for the financial aspects of funeral arrangements while alleviating emotional burdens during difficult times. This position offers the potential for generous commissions, flexible hours, and the opportunity to work with seniors who are in need of your support.

Company Overview

At our financial services company, we believe that every individual deserves peace of mind through education about the emotional and financial challenges that can be mitigated through preplanning.