Family Service Advisor
About The Position
The Family Service Advisor serves client families by arranging cemetery services at need and selling pre-need arrangements. The role provides personalized service, acts as a primary contact for families, and contributes to cemetery revenue. Advisors generate leads, build relationships with families and community members, and coordinate with funeral directors, location managers, and other staff to provide seamless service. The position requires prospecting, presenting options to families, following up on inquiries and requests, and maintaining family relationships through attentive and professional communication. Advisors also review prior services and contacts to understand current needs and share family concerns with the broader team. The schedule is flexible, but may include evenings and weekends and days of up to 12 hours. Frequent driving is required.
Requirements
- High school diploma or equivalent.
- One to two years of college, or an equivalent combination of education and experience.
- Current state- or province-issued driver’s license with an acceptable driving record.
- Ability to pass the company’s internal presentation certification within 30 days of hire.
- Ability to drive frequently.
- Ability to work evenings and/or weekends each month.
- Flexible availability, including the ability to work up to 12 hours in a day at times.
- Ability to treat others with empathy and respect.
- Computer and some software knowledge.
- Customer service skills.
- Ability to obtain and maintain an insurance license if required by state/province law.
Nice To Haves
- One to two years of customer service or sales industry experience.
- Insurance license if required by state/province law and prescribed by the applicable state board.
Responsibilities
- Prospect for leads for at least 1–2 hours each day and track activity levels to ensure productivity.
- Obtain referrals from families served and build community and civic relationships.
- Present information and options to families served and referred families.
- Respond to client inquiries promptly and with respect, sensitivity, and professionalism.
- Listen to families, understand their unique needs, and offer appropriate solutions.
- Follow up with families to ensure satisfaction and resolve customer problems and requests.
- Prepare for appointments and perform all procedures professionally and attentively.
- Build trust-based relationships and seek referrals to educate families about the benefits of pre-planning.
- Maintain continuity from at-need services through aftercare and future family-protection services.
- Collaborate with funeral directors, location managers, and funeral home or cemetery staff to provide high-quality, coordinated service.
- Review previous services and family contacts to prepare for current needs and sales opportunities.
- Share family concerns with the rest of the SCI team.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
