Pre-Need Sales Specialist

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From day one, you’ll be encouraged to bring your whole self to work, take on meaningful challenges, and grow in ways that matter to you.

This is your opportunity to belong, thrive, and make a difference—right here at Pekin Insurance.

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Position Overview

The Pre-Need Sales Specialist facilitates pre-need insurance sales in the niche market of funeral home owners who must satisfy state trusting requirements when clients pre-arrange and pre-pay. The Pre-Need Sales Specialist serves as the front-line ambassador in the field territory by building strong business relationships with new and existing agents and promotes company values, financial strength, and excellent pre-need products to recruit prospective funeral homeowners.

Essential Job Functions

• Communicates company philosophy, policy, and methods of doing business to the agency force
• Builds strong business relationships with positive attitude, excellent service and ethical behavior
• Meets yearly established sales production and agency recruiting goals
• Initiates paperwork for agency/agent appointments and secures signatures on agency agreements
• Provides aid/advice for successful marketing efforts by agents
• Provides training on successful use of agent web portal
• Verifies compliance with state pre-need agents/sellers requirements, if any
• Attends funeral director state conventions and funeral director district meetings
• Maintains agency call reports and other reports, as needed
• Attends annual company incentive trip if needed with intent to strengthen business relationships with agents
• Performs other duties as assigned
  
  

Required

Education & Experience

• Bachelor’s degree in Business/Marketing or equivalent experience
• Typically requires 1-3 years of industry experience
  
  

Preferred Or Specialized

• Prior experience in life sales and/or funeral industry
  
  

Certifications & Licenses

• Life Insurance License preferred
  
  

Knowledge, Skills, & Abilities

Basic knowledge of:

• Pre-need insurance
• Funeral director pre-need rules/regulations in assigned territory
• State Title XIX (Medicaid) rules
  
  

Basic Ability To

• Communicate effectively in both oral and written form
• Adapt to and manage changing schedule and competing deadlines
• Recognize, analyze, and solve a variety of problems
• Analyze, organize, and prioritize work while meeting multiple deadlines
• Establish goals and objectives
  
  

Applicants must be authorized to work in the U.S. without sponsorship now or in the future.

Pay Range

• $60,000 - $76,000 per year
• This range is based on the expected level of experience and skills for this position. Final compensation will depend on individual qualifications.
• This position is bonus eligible.
  

Benefits

• Health, Dental and Vision Insurance
• Generous 401(k) with company match
• Paid Time Off (PTO) with Paid Holidays
• Flexible/Hybrid Work Schedule
• Paid Volunteer Program
  
  

For more information about the benefits we offer, please visit our Careers Page.