Marketing Agent

Job Description

Job Description

Description : Why Everstory

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 Marketing Agent is part of the Everstory Partners Sales Team and is responsible for generating new prospective client accounts through telephone selling, face-to-face community involvement, print, electronic advertising, and direct mail, to set appointments and bring new business to the location.

Essential Duties and Responsibilities :

• Perform outreach to members of community and assist sales team and funeral arrangers with building relationships and informing legacy and potential client families of our products and services.
• Develop new prospects and community-based contacts using the provided call list.
• Represent the company in a professional and caring manner, maintaining a professional personal appearance and employing honesty, integrity, and ethical methods.
• Carefully screen call list and maintain record of contacts, accounts, and orders.
• Make appointments and complete appointment cards.
• Contact and schedule potential client families for an appointment for a sales presentation.
• Educate on pre-need sales and cemetery merchandise and services as well as interment right options using scripts and established marketing programs.
• Answer questions from potential customers who are responding to advertisements.
• Maintain positive and proactive communication and cooperation with all departments to ensure a smooth service process for the family.
• Report all progress to the Sales Manager (or Unit Leader) as directed, completing and submitting all required reports in a timely manner, on a daily and weekly basis.
• Protect confidentiality of company and client family information, including sales and marketing programs and materials, names and addresses of client families and employees, and other related information.
• Perform other duties as assigned.

Core Competencies :

Compassion - Genuinely cares about people; is concerned about their work and non-work problems; is available and ready to help;

is sympathetic to the plight of others not as fortunate; demonstrates real empathy with the joys and pains of others.

Customer Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services;

acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.

Ethics and Values - Adheres to appropriate (for the setting) and effective set of core values and beliefs during both good and bad times;

acts in line with those values; rewards the right values and disapproves of others; practices what he / she preaches.

Role Competencies

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

Very bottom-line oriented

Informing Provides the information people need to know to do their jobs and to feel good about being a member of the team, unit, and / or organization;

provides individuals information so that they can make accurate decisions; is timely with information.

• Listening Practices attentive and active listening. Has the patience to hear people out. Can accurately restate the opinions of others.
• 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.

Priority Setting Spends time and the time of others on what’s important; quickly zeros in on the critical few and puts the trivial many aside;

can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus.

Time Management Uses time effectively and efficiently; values time; concentrates his / her efforts on the more important priorities;

gets more done in less time than others; can attend to a broader range of activities.

Requirements :

• High school diploma or equivalent required, Bachelor’s degree or combination of education, training and experience preferred.
• 1 to 2 years of experience in sales or marketing role preferred.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, Access and PowerPoint).
• Experience working in a CRM (lead management system) preferred.
• Ability to maintain a high level of discretion and confidentiality when handling sensitive information.
• Ability to effectively utilize all sales training and techniques to fulfill production requirements.
• Ability to empathize with client families and demonstrate tact and patience in emotionally charged situations.
• Ability to be proactive and willing to take initiative in all circumstances.
• Demonstrated willingness to participate in growing market share through personal community involvement.
• 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.

What We Offer

Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth.

As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including : Medical, Dental, 401k with a company match, Life, Short-Term Disability, Long-term Disability, Vision, Tuition Reimbursement, Employee Discount Programs, Generous PTO Programs, Volunteer Opportunities & much more!

Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.