Funeral Insurance Sales Team Manager
Majestic West Funeral Planning Services
Rexburg
06.2018 - 07.2024
- Led training for multi-state team on CRM systems, sales processes, and client engagement strategies to enhance team effectiveness
- Ensured accuracy of client records and managed sensitive financial and legal documentation to uphold compliance and trust
- Built strong client relationships through consultative communication and personalized planning
- Improved team performance through structured training and process improvements