Sales Counselor

Everstory Partners•Lake Placid, FL

18d•Hybrid

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.
1 year of sales experience preferred.
Must possess a valid driver’s license and access to a personal vehicle.
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.
This position requires availability to work some holidays, evenings and weekends as needed.

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.
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.
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.