Sales Counselor

Everstory Partners•Tampa, FL

25d•Onsite

About The Position

The Sales Counselor is a relationship-focused sales professional with Everstory Partners at Macdonald Funeral Home in Tampa, Florida. The role helps individuals and families make funeral and cemetery decisions through compassionate, consultative guidance. The counselor sells pre-need and at-need funeral services, cemetery property, memorialization products, and related merchandise, and develops new business through lead generation, prospecting, referrals, networking, and community outreach. Leads, customer relationships, appointments, follow-ups, and sales opportunities are managed through HubSpot CRM. Targeted first-year earnings are $32,000 to $50,000, though actual earnings vary with individual sales performance and may be below or above that range. Compensation is through uncapped commissions or a guaranteed minimum hourly rate, whichever is greater. The first six weeks include paid hourly training. Mileage reimbursement is provided for eligible business travel. The employee must obtain and maintain applicable state-required licenses or registrations within 60 days of employment or the timeframe required by state law.

Requirements

High school diploma or equivalent required.
One year of experience in sales or a related relationship-based role is preferred; examples include outside sales, B2C sales, sales consulting, customer service, business development, and account management.
Experience with CRM software such as HubSpot, Salesforce, Microsoft Dynamics, or similar sales and lead-management platforms is preferred.
Comfort working in a commission-based, performance-driven sales environment, including prospecting, lead generation, and developing new business.
Strong sales communication, relationship-building, negotiation, consultative selling, and customer service skills.
Strong organizational and time-management skills and ability to manage multiple leads, appointments, prospects, and follow-up activities.
Comfort using email, Microsoft Office, and other common business applications.
Ability to maintain discretion and confidentiality when handling sensitive customer and family information.
Availability to work occasional evenings, weekends, and holidays based on business needs.
Valid driver's license and access to a personal vehicle for local customer appointments, community outreach, and networking events.
Obtain and maintain all applicable state-required licenses or registrations within 60 days of employment, or within the timeframe required by applicable state law.

Nice To Haves

Bilingual or multilingual proficiency is a plus, particularly in Spanish, Chinese (Mandarin or Cantonese), Tagalog/Filipino, Vietnamese, or Arabic.

Responsibilities

Meet with individuals and families to understand their needs and recommend appropriate funeral and cemetery products and services.
Sell pre-need and at-need funeral services, cemetery property, memorialization products, and related merchandise.
Build and maintain a pipeline of prospective customers through lead generation, outbound prospecting, referrals, networking, and community outreach.
Respond to inbound leads, customer inquiries, and walk-in opportunities.
Follow up with prospective customers throughout the sales process.
Develop long-term relationships with customers, families, and members of the local community.
Explain products, services, pricing, and available options clearly and compassionately.
Guide customers through purchasing decisions and complete required sales contracts and documentation.
Use HubSpot to manage leads, customer relationships, appointments, follow-up activity, and sales opportunities.
Attend funeral and memorial services as appropriate to support families.
Participate in community events, networking opportunities, and offsite customer appointments.
Partner with funeral home, cemetery, operations, and location leadership teams to provide a positive customer experience.