Family Service Representative

The Catholic Cemeteries Association of the Roman Catholic Diocese of Cleveland•Lorain, OH

12d•$30,000 - $100,000•Hybrid

About The Position

The Family Service Representative is a compassionate and results-driven sales professional responsible for providing exceptional service to individuals and families throughout the Diocese of Cleveland. This position focuses on educating families about Catholic Cemeteries Association (CCA) burial products and services, developing relationships, generating sales opportunities, and guiding families through pre-need and at-need arrangements. The Family Service Representative works closely with Funeral Directors, Pre-Planning Coordinators, and the Director of Sales to assist families with cemetery planning, conduct sales consultations, present options, prepare contracts, and provide ongoing support throughout the decision-making process. This position requires strong relationship-building skills, a consultative sales approach, and the ability to represent CCA professionally at cemetery locations, community events, seminars, educational programs, and off-site meetings.

Requirements

One (1) to three (3) years of sales, customer service, relationship management, or business development experience required.
Must have reliable transportation, a valid driver’s license, required automobile insurance, and the ability to safely and independently operate a vehicle.
Must have a clean driving record.

Nice To Haves

Bachelor’s degree preferred or equivalent experience in sales, marketing, business development, or a related service industry.
Cemetery, funeral, insurance, financial services, or consultative sales experience preferred.
Strong presentation, communication, negotiation, and relationship-building skills.
Ability to manage multiple priorities, appointments, and customer relationships effectively.

Responsibilities

Educate and assist families with cemetery burial needs on a pre-need or at-need basis through a compassionate, consultative sales approach.
Conduct family appointments, sales presentations, and follow-up meetings to identify needs and recommend appropriate cemetery products and services.
Present cemetery options, explain pricing and payment options, provide accurate pricing and credit information, and complete sales contracts and related documentation.
Maintain accurate customer records, sales activity reports, inventory information, and required documentation.
Develop and maintain professional relationships with families, Funeral Directors, clergy, elder care professionals, community organizations, and other referral partners.
Regularly conduct outside sales activities, including meeting prospective and existing families, developing referral relationships, attending community events, and generating new business opportunities through in-person appointments conducted both within and outside the primary office location.
Generate new sales opportunities through relationship building, community outreach, networking, and follow-up activities.
Collaborate with the Director of Sales to identify customer needs and provide feedback regarding inventory, products, and services.
Participate in pre-planning events, community outreach programs, educational seminars, and off-site presentations to promote CCA services.
Attend sales meetings, industry events, seminars, training programs, and professional development opportunities as appropriate.
Represent Catholic Cemeteries Association with professionalism, compassion, and integrity at all meetings, events, and community engagements.
Work collaboratively with the Director of Sales and Pre-Planning Coordinator to achieve individual and organizational sales goals.
Maintain a positive attitude while providing families with exceptional service, care, and support throughout the sales process.
Manage appointments, sales activities, and follow-up responsibilities independently while maintaining accountability for results.
Follow all company policies, procedures, ethical standards, and professional expectations.
Perform other duties as assigned by management.