Sales Counselor
Company | Everstory Partners |
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Location | Miami Lakes, FL, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Entry Level/New Grad, Junior |
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 oral, 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 evenings and weekends as needed.
Responsibilities
- Guides individuals and families through funeral or memorial planning utilizing sales presentations and additional tools provided by Everstory.
- Provides individuals and families with options to best meet their unique needs, or the unique needs of a deceased loved one. This includes touring the location and explaining service packages. The Sales Counselor understands and presents all associated costs and advises customers on financing options.
- Responsible for daily management of CRM and lead data base, including generation of new leads via networking, online, and cold calling, generation of referrals, and categorization of leads (hot, warm, cold).
- Plan and conduct community outreach events, both on site and off site, to build relationships within the broader community and generate new leads.
- Completes all required paperwork, processes and authorizations required to finalize a sale and deliver the service/product from start to finish.
- Participates in all sales and funeral meetings, communicating effectively with local management and team members regarding activity, progress, and results.
Preferred Qualifications
- Some additional education preferred in a related area such as Business, Marketing, and/or Sales.
- 1 year of sales experience preferred.