Preneed Account Executive

Posted 20 Days Ago
Be an Early Applicant
Hiring Remotely in AL
Remote
1-3 Years Experience
Insurance
The Role
Responsible for establishing professional relationships with funeral homes to meet pre-need service needs and increase preneed sales. Ensures compliance with regulations, maintains good communication with funeral homes, and reports progress to Sales Manager. No direct supervisory responsibilities.
Summary Generated by Built In

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

This position will be responsible for establishing a professional relationship with the funeral homes to ensure all needs are met or on a pre-need basis. In this position you will be working closely with Sales Manager to increase preneed sales.

Job Description

Essential Functions

  • Performs duties in a professional and caring manner with personal appearance, honesty, integrity and ethical business acumen.
  • Builds relationships, ensures excellent service and develops potential referrals from funeral homes
  • Ensures compliance within state and industry regulations and in accordance with company policies and procedures by accurately completing required documents, insuring proper interment verification process and conducting random audits.
  • Maintains strict adherence to commission structures, meeting required timelines by submitting all contracts, required documents promptly to carrier
  • Reports to the Sales Manager all progress, completes and submits all required reports timely.
  • Actively pursues the development of new prospects.
  • Sustains positive communication and cooperation with all funeral home.

This position has no direct supervisory responsibilities.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

  • Consistently meets or exceeds company standards in revenue generation to maintain employment and benefits eligibility status.
  • Protects confidentiality of company including but not limited to sales and marketing programs, materials, names and addresses of funeral homes.
  • Participates in all required specific location and company training initiatives.
  • Performs other duties as assigned.

Competencies

  • Communication Proficiency.
  • Teamwork Orientation.
  • Detail Orientation.
  • Thoroughness.
  • Customer Service Orientation.
  • Time Management.
The Company
HQ: Clearwater, FL
1,001 Employees
On-site Workplace
Year Founded: 1971

What We Do

Based in Clearwater, Fla., AmeriLife is a national leader in developing, marketing and distributing annuity, life and health insurance solutions to protect the health and retirement needs of consumers.

For nearly 50 years, AmeriLife has partnered with the nation’s leading insurance carriers to provide value and quality to customers served through a national distribution network of over 150,000 insurance agents and advisors, nearly 30 marketing organizations, and 50 insurance agency locations.

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