Planning Service Agent

Job Title: Planning Service Agent

Location: Biloxi, MS

Memorial Asset Protection Plan, LLC

We are a leading financial and estate planning firm with a unique focus on assisting families who have recently lost a loved one. Partnering with funeral home owners, we provide essential financial and estate planning services during a critical time of need. Our compassionate approach and commitment to personalized service have made us a trusted resource in the industry.

Job Summary:

We are seeking compassionate and experienced Planning Service Agents to join our growing team. In this role, you will be responsible for contacting qualified family members of decedents to offer our estate and funeral planning services. Ideal candidates are highly compassionate individuals with exceptional communication skills and the ability to efficiently multitask. 

Responsibilities:

• Contact Leads - Demonstrate empathy and professionalism while reaching out to families as the first point of contact.
• Offer Services - Present and explain our estate and funeral planning services to potential clients in a highly compassionate and understanding manner.
• Vetting Potential Leads - Identify potential opportunities for financial, estate or funeral planning and schedule appointments for complimentary reviews with our financial or funeral service advisors.
• CRM Management - Efficiently navigate our CRM software to manage leads, track conversations, and schedule follow-ups.
• Training & Development - Participate in comprehensive training programs to enhance your skills in software, CRM, and our service offerings.
• Client Interaction - Demonstrate exceptional phone etiquette, empathy, and active listening skills in every interaction.
• Growth Opportunities - Embrace opportunities for career growth through promotions and bonuses based on performance.

Qualifications

• Communication - Must have exceptional verbal and written communication skills.
• Computer Skills - Basic computer literacy is absolutely essential; prior experience with CRM software is a plus, however necessary training will be provided.
• Patience - Must be able to compose yourself professionally and gracefully at all times.
• Learning - a strong willingness to continuously learn, improve, adapt, and grow within the company. Your opportunities can be endless!
• Detail-Oriented - Strong attention to detail in managing and updating lead information in our CRM system. The more you know, the more you will succeed!
• Winning Attitude - Must be committed to providing top-notch customer service, exceeding targets and improving your professional skills at every turn!

Compensation

• Pay Range:  $15.50 - $18.25/Hr
• Bonuses: Additional bonuses & incentive pay available depending on individual performance as well as your specific role & responsibilities.
• Benefits: Insurance & Benefits packages are potentially available based upon previous experience, skills & training.  

Why Join Us?

• Impactful Work - Play a crucial role in helping families navigate estate and financial planning during a challenging time.
• Training & Support - Receive thorough training and ongoing support to ensure your success.
• Flexible Work Environment - Potential for remote work after completing probationary hiring period; dependent upon your current location and previous experience, skills & training. 

How to Apply

Please submit your application with attached resume to applynow@mappnw.com. A brief cover letter explaining why you would be a great fit for this role is not required but would definitely set you apart from the pack! If you are compassionate, driven, and looking to make a meaningful impact, we encourage you to apply today!