Sales Counselor

Sales Counselor

Roselawn Memorial Park - Monona, WI

About the Role

• Estimated first-year earnings: $70,000 - $85,000. Actual earnings vary based on individual sales performance and may be below or exceed this range.
• Uncapped commissions or a guaranteed minimum hourly rate, whichever is greater.
• Paid hourly training period during the first 6 weeks.
• 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.

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.

Why Everstory

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.

Your Day to Day

• 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.
• 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.

Requirements

• High School Diploma or equivalent required.
• Bilingual or multilingual proficiency is a plus, particularly in Spanish, Chinese (Mandarin or Cantonese), Tagalog/Filipino, Vietnamese, or Arabic.
• 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. Mileage reimbursement is provided for eligible business travel.
• 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.

Our Investment in You

• Medical, Dental, Vision, Life, AD&D and STD Insurance
• Tuition Reimbursement
• Paid Training Period
• Anniversary Award for each year of service
• Career Advancement and Training - Aspiring Managers Program
• Everstory Cares - Employee Assistance Fund
• Legend Award Program
• Funeral and Cemetery Benefits
• Employee Referral Bonus
• 401k with Company Match

Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.

The pay range for this role is based on a wide range of factors that are considered in making compensation decisions regardless of race, gender, age, religion, or any other protected characteristic. They include skill set, experience and training, licensure and certification, and other business and organizational needs. This range estimate has been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Compensation decisions are dependent on the circumstances of each hire.