Job description
What we need you to tackle
Contact new funeral preplanning leads in the United States promptly after they request information. Follow up with prospects who do not answer and keep each conversation moving toward a clear next step. Make outbound calls to selected colder prospect lists when new leads are limited. Speak confidently in English and Spanish, using the provided scripts while adapting naturally to each conversation. Schedule qualified in-person or Zoom appointments for the advisor and track which appointments are attended. Keep accurate records of calls, outcomes, and follow-up actions.
Non-negotiable hard skills
- Outbound calling
- Appointment setting
- CRM management
- Script execution
Your day-to-day
Check for new inquiries and call prospects promptly in their preferred language, English or Spanish.
Follow up with people you have not reached and make outbound calls to selected prospect lists.
Use the advisor’s scripts and training to answer basic questions, handle objections with empathy, and confirm interest.
Schedule in-person or Zoom appointments and share the details with the advisor.
Log calls, appointments, and next steps, then review what is working with the advisor.
Nice to haves
- Maintain professional, empathetic tone, pacing, and question framing to discuss funeral preplanning without creating discomfort, increasing trust and show rates.
- Analyze call and appointment outcomes to provide actionable feedback to marketing/advisors on lead source quality and show/no-show patterns.