Family Service Advisor
Core
Serve client families by making at-need cemetery arrangements and selling pre-need arrangements.
Role type
Sales and service representative for cemetery/funeral services
Builds
Pre-need and at-need cemetery arrangements
Domain
Mortuary services / Cemetery operations
Deliverable
product features
Required skills
prospecting, networking, relationship building, customer service, sales presentations, empathy, computer literacy
Preferred skills
insurance licensing, evening/weekend availability, driving
Technologies
internal presentation software, general computer software
Responsibilities
prospect for new leads, present pre-need plans to families, build trust-based relationships, collaborate with funeral directors and location managers, follow up on customer requests
Seniority
Entry-level to Junior, hands-on IC
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