Marketing Agent

Everstory Partners•Winston-Salem, NC

1d•Hybrid

About The Position

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. The role involves outreach to community members, assisting the sales team, building relationships, and informing potential client families of Everstory's products and services. The agent will develop new prospects, represent the company professionally and ethically, screen call lists, maintain records, schedule appointments, educate potential clients on pre-need sales and cemetery merchandise/services, answer advertisement-related inquiries, and maintain interdepartmental cooperation. Confidentiality of company and client information is paramount. The position also requires reporting progress to the Sales Manager and performing other assigned duties.

Requirements

High school diploma or equivalent required
1 to 2 years of experience in sales or marketing role preferred.
Proficient in Microsoft Office Suite (Outlook, Word, Excel, Access and PowerPoint).
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.

Nice To Haves

Bachelor’s degree or combination of education, training and experience preferred.
Experience working in a CRM (lead management system) preferred.

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.