Relationship Development Representative

About This Role

This role is responsible for generating sales leads for the sales team by conducting outbound calls and building meaningful client relationships, with a focus on educating families about preplanning funeral services.

Responsibilities

• Conduct outbound calls to educate client families on the value of preplanning
• Provide caring and compassionate services to client families
• Generate new lead opportunities through outbound calling initiatives
• Build and maintain a network of sources for new lead opportunities and business growth
• Initiate and maintain relationships with client families through various platforms
• Conduct client-family survey follow-ups with existing leads
• Engage potential clients through outbound calling and introduce services, effectively communicating preplanning value
• Identify product or service needs for client families
• Overcome objections and effectively communicate pre-planning value propositions
• Qualify leads and schedule sales appointments for the Advance Planning Team
• Ensure appointments are well-prepared and aligned with clients' requirements
• Keep potential clients engaged and informed about offerings
• Prioritize projects and assist in business growth while hitting monthly/weekly activity goals and quarterly KPIs
• Stay informed about industry trends, legal requirements, and remain at the forefront of the funeral industry
• Collaborate with Client Engagement Manager and other departments for feedback and insights
• Provide regular feedback to the Client Engagement Manager on outbound progress and engagement

Requirements

• Bilingual in Chinese/Mandarin is required
• High School diploma or General Education Diploma (GED)
• Ability to work weekends and holidays, hours between 11am-8pm
• Extensive outbound tele sales and/or lead generation experience, preferably with people-focused industries
• Comfortable working onsite (hybrid)
• Minimum of 3-5 years of outbound calling/prospecting, with a successful track record of generating leads and setting up sales appointments
• Proficient in using CRM software and other sales tools to manage leads
• Strong relationship-building skills

Qualifications

• High School diploma or General Education Diploma (GED)
• Minimum of 3-5 years of outbound calling/prospecting, with a successful track record of generating leads and setting up sales appointments

Nice to Have

• Previous experience with cold calling, advertising, and /or Salesforce
• Experience with Salesforce CRM software

Skills

* Required skills

Benefits