Sales Counselor

Everstory Partners•Lake Placid, FL

19d•$40,000 - $50,000•Onsite

About The Position

The Sales Counselor at Everstory Partners is a relationship-focused sales professional who helps individuals and families make important funeral and cemetery decisions with confidence and care. This role combines consultative sales, B2C sales, business development, lead generation, prospecting, and community outreach to build strong customer relationships and develop new business. Sales Counselors manage leads and customer activity through HubSpot CRM, guide families through purchasing decisions, and earn commission based on individual sales performance. 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. Every person's journey through loss is unique, and we are committed to providing compassionate and personalized support. Our role is to serve as a steady presence, providing guidance to families while helping them honor and celebrate the life and legacy of the person who has passed.

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 verbal, 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.

Nice To Haves

some additional education preferred in a related area such as Business, Marketing, and/or Sales.

Responsibilities

Sell pre-need and at-need funeral services, cemetery property, memorialization products, and related merchandise.
Meet with individuals and families to understand their needs and provide consultative guidance on available products and services.
Build a sales pipeline through inbound leads, walk-ins, referrals, proactive prospecting, networking, and community outreach.
Maintain customer relationships, manage follow-up activity, and track leads, customer activity, and sales opportunities through HubSpot CRM.
Meet with individuals and families to understand their needs and recommend appropriate funeral and cemetery products and services.
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.
Conduct 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 in a clear and compassionate manner.
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 throughout the sales process.
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.