Everstory Partners · 1 month ago
Marketing Agent
Charlotte, NC
Full-time
Onsite
Entry Level
$35K/yr - $45K/yr
1+ years expEverstory Partners is dedicated to creating supportive spaces for individuals and families experiencing grief. The Marketing Agent plays a crucial role in generating new client accounts through various outreach methods, building relationships, and educating potential clients about the company's services.
ConsultingConsumerFunerals
Responsibilities
Perform outreach to members of community and assist sales team and funeral arrangers with building relationships and informing legacy and potential client families of our products and services
Develop new prospects and community-based contacts using the provided call list
Represent the company in a professional and caring manner, maintaining a professional personal appearance and employing honesty, integrity, and ethical methods
Carefully screen call list and maintain record of contacts, accounts, and orders
Make appointments and complete appointment cards
Contact and schedule potential client families for an appointment for a sales presentation
Educate on pre-need sales and cemetery merchandise and services as well as interment right options using scripts and established marketing programs
Answer questions from potential customers who are responding to advertisements
Maintain positive and proactive communication and cooperation with all departments to ensure a smooth service process for the family
Report all progress to the Sales Manager (or Unit Leader) as directed, completing and submitting all required reports in a timely manner, on a daily and weekly basis
Protect confidentiality of company and client family information, including sales and marketing programs and materials, names and addresses of client families and employees, and other related information
Perform other duties as assigned
Qualification
Required
High school diploma or equivalent required
Proficient in Microsoft Office Suite (Outlook, Word, Excel, Access and PowerPoint)
Ability to maintain a high level of discretion and confidentiality when handling sensitive information
Ability to effectively utilize all sales training and techniques to fulfill production requirements
Ability to empathize with client families and demonstrate tact and patience in emotionally charged situations
Ability to be proactive and willing to take initiative in all circumstances
Demonstrated willingness to participate in growing market share through personal community involvement
Must possess a valid driver's license and access to a personal vehicle
This position requires availability to work some holidays, evenings and weekends as needed
Preferred
Bachelor's degree or combination of education, training and experience preferred
1 to 2 years of experience in sales or marketing role preferred
Experience working in a CRM (lead management system) preferred
Benefits
Medical
Dental
401k with a company match
Life
Short-Term Disability
Long-term Disability
Vision
Tuition Reimbursement
Employee Discount Programs
Generous PTO Programs
Volunteer Opportunities & much more!
Company
Everstory Partners
Everstory Partners develops safe, encouraging environments where people and families dealing with loss can find comfort, purpose, and hope.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Lilly Donohue
Chief Executive Officer
Recent News
Company data provided by crunchbase