Marketing Agent

Everstory Partners•Charlotte, NC

About The Position

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 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.

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.
This position requires availability to work some holidays, evenings and weekends as needed.

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.