Client Development Specialist- Bilingual Chinese

Brief Description

Responsible for creating lead opportunities for Advance Planning, support outbound lead development and create meaningful client relationships with client families. This position will also be responsible for creating new lead opportunities provided by Marketing lists as well as leads older than six months and setting appointments for client families while educating and influencing/encouraging families to learn about preplanning.

• Conducts outbound calls to educate client families on the value of preplanning.
• Provides caring and compassionate services to our Forest Lawn client families.
• Generates new lead opportunities through outbound calling initiatives.
• Builds and maintains a network of sources from which to identify new lead opportunities and business growth.
• Initiates and maintains relationships with client families to establish and nurture fruitful, long-lasting relationships through outbound voice, email, social media platforms, and direct mail campaigns.
• Conducts client-family follow-ups with existing leads to educate families to build on the client experience journey.
• Engages potential clients through outbound calling, introduces them to our services, and effectively communicates our preplanning value proposition.
• Identifies product or service needs for client families.
• Uses professional experience to overcome objections and effectively communicate Forest Lawn Pre-planning value propositions.
• Appointment Setting:
  Qualifies leads and schedules sales appointments for our Advance Planning Team.
• Ensures appointments are well-prepared and aligned with clients’ requirements and the CET process.
• Maintains a consistent follow-up schedule to nurture leads and build lasting relationships.
• Keeps potential clients engaged and informed about our offerings.
• Prioritizes projects and assists in business growth, while hitting monthly/weekly activity goals and quarterly KPIs.
• Stays informed about industry trends, and legal requirements and remains at the forefront of the funeral industry.
• Collaborates with Client Engagement Manager and other departments such as Marketing and Advance Planning teams to exchange feedback and insights for achieving individual and team targets.
• Provide regular feedback to the Client Engagement Manager on outbound progress and engagement and any challenges or opportunities.
• Entering and maintaining client information in the Salesforce CRM system, detailed records of emails, follow-ups, calls, and communications, including managing leads through Salesforce CRM software.
• Other duties may be assigned as needs arise or as required to support the organization.

• Bilingual required/ Mandarin.
• High School diploma or General Education Diploma (GED).
• Minimum 2 years inside sales experience preferred. Previous experience with cold calling, advertising, and /or sales force a plus.
• Minimum of 3-5 years of outbound calling/ prospecting, with a successful track record of generating leads and setting up sales appointments.
• Extensive outbound telesales and/or lead generation experience, preferably with people-focused industries.
• Ability to work independently and with a team.
• Personable, compassionate, outgoing, helpful, and able to initiate conversation and communications in an engaging manner with client families through outbound initiatives.
• Experience working in a collaborative team environment.
• Strong verbal and written communication skills with the ability to articulate and influence our preplanning value proposition to client families.
• Excellent organizational skills, keen attention to detail, and excellent time management abilities.
• Strong analytical and research skills to identify and evaluate potential new lead opportunities.
• Proven track record of delivering measurable results through outbound lead-generation efforts.
• Ability to thrive in a dynamic, fast-paced environment, managing and prioritizing tasks effectively.
• Highly self-driven and results-oriented, with the ability to work independently and maintain focus in a remote work environment.
• Proficient in using CRM software and other sales tools to manage leads.
• Strong relationship-building skills to engage prospects, nurture leads, and foster long-term partnerships.
• Resilience:
  Ability to handle rejection professionally and persistently pursue new opportunities.
• Flexibility to adapt to changing priorities, industry dynamics, and market conditions.
• Proficient in Microsoft Office software products (Outlook, Word, Excel, and PowerPoint).
• Preferred but not required: experience with Salesforce CRM software.

Forest Lawn takes pride in offering an excellent benefits package to our employees, which taken as a whole, leads our industry and is competitive with the benefits in just about any other industry.

to learn more about our benefit offerings.

Prior to beginning employment, all job applicants who receive a job offer will be required to voluntarily submit to a drug screening test conducted by a…