Family Service Advisor

Key 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.
• This includes efforts to prospect new clients, providing superior service to existing clients, and working to follow-up on all leads that may lead to sales of contracts.
• Utilizes CRM system for proper follow-up on work orders, headstones, call backs, etc.
• Maintains a professional image through appearance.
• Works at assigned location utilizing time on duty and on non-duty days to achieve budget goals.
• Commits to community outreach and participates in local organizations, volunteering for company events like health fairs and helmet giveaways.
• Affords assistance to 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.

Required Skills And Abilities

• 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.
• Has the 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 calculate figures and amounts such as discounts, interest, commissions, percentages, area, and volume.
• 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.
• To perform this job successfully, an individual should have a basic knowledge of Spreadsheets, Word Processing and electronic mail programs (Excel, Word, and Outlook).

Required Education And Experience

• A 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 the ability to attain an Indiana Life Insurance license before starting.
• This required license is to be maintained for the term of employment.
• Participates in continuing education as required by law.