CELIC Executive Preneed Marketing Representative

OBJECTIVE

CELIC Executive Preneed Marketing Representative Objective

To attain profitable production from appointed independent agents and funeral homes. To provide a forum for agents to present company related concerns and suggestions. To assist agents and directors in managing and maintaining good books of business to maximize profit potential. Appointing (recruiting) plays a big role in this position, followed by proper training, and motivating funeral home to write business.

RESPONSIBILITIES

CELIC Executive Preneed Marketing Representative Responsibilities

Attain profitable production from appointed independent agents and funeral homes. Call upon agents and funeral home directors to appoint, train, and familiarizing them with products and procedures.

 

Encourage profitable production and provide a forum for agents to air company related concerns and suggestions.

 

Assist agents and directors in managing and maintaining good books of business to maximize profit potential.

 

Recruit new funeral homes and agents in assigned territory. Develop and manage agency relationships.

 

Meet sales call volume productivity standards and company sales objectives, and report field activities on a weekly basis.

 

Generate premium in solid, financially sound agencies. Recruit, train, and motivate funeral home to write business. Monitor agent's performance and address problems in a timely manner.

 

Inform company management regularly of activities in the field and actions taken by competitors.

 

Direct sales assistance to agents within the sales region by providing prospecting and fact- finding help, fact analysis recommendations, proposals preparation, joint sales calls, and closing and installation of cases.

 

 

Write sales articles for partnerships and company publications. Assist in the design of sales training programs and materials.

 

Keep technical knowledge current by participating in advanced educational programs and by studying current publications to keep abreast of recent developments affecting life insurance sales.

 

QUALIFICATIONS

CELIC Executive Preneed Marketing Representative Qualifications

 

Required

Bachelor’s degree required, Sales or Marketing major preferred, or equivalent work experience may be considered.

 

A minimum of five years’ experience in the life insurance and/or funeral home industry.

 

Communication and people skills are important.

 

Candidate must be an organized, self-starter, able to prioritize - must display excellent judgment.

 

Note: Farm Bureau Family of Companies (CELIC) offers a full benefit package including medical, dental, vision, and 401K.

 

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