Family Service Advisor
Core
Sales and relationship-focused role supporting families to make decisions around burial and cremation services.
Role type
Sales advisor (funeral services)
Builds
Burial, cremation, and memorial service packages
Domain
Funeral and memorial services
Deliverable
client delivery
Required skills
sales, relationship building, appointment booking, product presentation, pricing negotiation, CRM management, invoicing, community engagement
Preferred skills
funeral industry experience, real estate, insurance, account management, retail, hospitality, education
Technologies
CRM systems
Responsibilities
Follow up allocated leads, book appointments, conduct personalized tours, present service options, guide families through pricing and agreements, close sales, maintain CRM records, support funeral services
Seniority
Individual Contributor