Sales Counselor

Why Everstory

At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss.

At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support.

We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience.

Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed.

The Impact You Will Make

The Sales Counselor in a funeral home location is responsible for providing a customer focused experience during every interaction with families, guests, and community members.

Utilizing the Everstory sales process, based on exemplary discovery, industry specific expertise, and customer driven solutions.

The Sales Counselor will sell products and services to customers who want to pre-plan their final arrangements. By effectively executing on monthly goals, the Sales Counselor will maximize revenue for the organization and succeed in a commission-based selling environment.

Essential Duties and Responsibilities :

• Guides individuals and families through funeral or memorial planning utilizing sales presentations and additional tools provided by Everstory.
• Provides individuals and families with options to best meet their unique needs, or the unique needs of a deceased loved one.

This includes touring the location and explaining service packages. The Sales Counselor understands and presents all associated costs and advises customers on financing options.

• Responsible for daily management of CRM and lead data base, including generation of new leads via networking, online, and cold calling, generation of referrals, and categorization of leads (hot, warm, cold).
• Plan and conduct community outreach events, both on site and off site, to build relationships within the broader community and generate new leads.
• Completes all required paperwork, processes and authorizations required to finalize a sale and deliver the service / product from start to finish.
• Participates in all sales and funeral meetings, communicating effectively with local management and team members regarding activity, progress, and results.

Role Competencies

Business Acumen Knows how businesses work. Knowledgeable in current and future policies, practices, trends technology, and information affecting their business and organization.

Knows the competition.

Drive for Results Can be counted on to exceed goals successfully. Is constantly and consistently one of the top performers.

Very bottom-line oriented.

• Listening Practices attentive and active listening. Has the patience to hear people out. Can accurately restate the opinions of others.
• Perseverance Pursues everything with energy, drive, and a need to finish. Seldom gives up before finishing, especially in the face of resistance or setbacks.
• Problem Solving Probes all fruitful sources for answers. Is excellent at honest analysis. Looks beyond the obvious and doesn’t stop at the first answers.
• Presentation Skills Is effective in a variety of formal presentation settings : one-on-one, small and large groups, with peers, customers, and bosses.

Commands attention and can manage group process during the presentation.

Requirements

Requirements :

• High school diploma or equivalent required with some additional education preferred in a related area such as Business, Marketing, and / or Sales.
• 1 year of sales experience preferred.
• Must possess a valid driver’s license and access to a personal vehicle. Offsite appointments will occur in this role including meetings with clients and community events.

Mileage reimbursement is provided for travel associated with job duties.

• Proficiency in MS Office (Microsoft Excel and Outlook) required.
• Experience working in a CRM (lead management system preferred.
• Strong attention to detail with problem solving skills.
• Strong oral, written, and interpersonal communication skills.
• Strong organizational and planning skills in a fast-paced environment.
• Ability to maintain a high level of discretion and confidentiality when handling sensitive information.
13 days ago