Sales Counselor

Everstory Partners•Janesville, WI

6d•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.

Requirements

High School Diploma or equivalent required.
One year of experience in sales, including outside sales, B2C sales, sales consulting, customer service, business development, account management, or other relationship-based roles preferred.
Experience using CRM (Customer Relationship Management) software, such as HubSpot, Salesforce, Microsoft Dynamics, or similar sales and lead-management platforms preferred.
Comfortable 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 with the ability to manage multiple sales leads, customer appointments, prospects, and follow-up activities.
Comfortable 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.
Must possess a valid driver's license and have access to a personal vehicle for local customer appointments, community outreach, and networking events.
Must 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

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.
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.