Family Service Advisor - Washington Park East Cemetery

Buchanan Group•Indianapolis, IN

3d•Hybrid

About The Position

The Family Service Advisor (FSA) is responsible for promoting, selling, and soliciting life insurance policies, trusts, and annuity contracts designed to fund pre-need funeral services and merchandise arrangements. The FSA will also be tasked with selling cemetery burial rights, merchandise, and related services to individuals through contracts with Cemetery Clients. This role requires exceptional interpersonal skills to assist clients in planning for their future needs, ensuring they have the right products to meet their personal and family requirements. The ideal candidate should be flexible, with the ability to work occasional evenings and weekends as needed.

Requirements

Proficient in using multiple platforms and systems, with strong computer literacy and the ability to quickly learn and adapt to new technologies.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to calculate figures and amounts such as discounts, interest, commissions, percentages, area, and volume.
Exhibits effective, efficient verbal and written communication skills.
Ability to write reports and correspondence.
Ability to speak effectively before groups of customers or employees of organizations.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal creatively with problems involving several variables in standardized situations.
Basic knowledge of Spreadsheets, Word Processing and electronic mail programs (Excel, Word, and Outlook).
High school diploma
Two to three years of service-oriented job experience and/or direct sales experience.
Holds and maintains a valid driver’s license
Has a valid Indiana Life Insurance license or has the ability to attain that before starting. This required license is to be maintained for the term of employment.
Participates in continuing education as required by law.

Responsibilities

Follows funeral center and cemetery policies/procedures and rules/regulations, as well as Federal and State laws relating to the governance of Funeral and Cemetery service delivery.
Diligently works to advance the sales of cemetery burial rights, products and services, life insurance policies, trusts and annuity contracts.
Prospects new clients, provides superior service to existing clients, and follows up on all leads that may lead to sales of contracts.
Has thorough knowledge of funeral and cemetery products and the ability to describe and show benefits of products.
Utilizes CRM system for proper follow-up on work orders, headstones, call backs, etc.
Develops and maintains excellent relationships with families.
Maintains and utilizes updated material and pricing.
Compiles and delivers proposals and information accurately and in a timely manner in face to face, over the phone, written and by electronic means professionally and effectively.
Works at assigned location utilizing time on duty and on non-duty days to achieve budget goals.
Maintains a professional image through appearance.
Acts in a manner that reflects well upon the Company’s reputation and demonstrates Company goodwill at all times, particularly in dealing directly with a prospect or customer.
Community outreach - involved in local organizations, volunteers for company events i.e. health fairs, helmet giveaways.
Assists Funeral Directors with family/sales matters as needed.
Willingly and openly cooperates and communicates with Manager of location on issues affecting location and defers ultimate authority of location decisions beyond sales specific issues to General Manager if applicable.
Other duties as assigned.