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The Family Services Advisor serves as a compassionate and knowledgeable resource for families planning cemetery, funeral, cremation, and memorial services. This role is responsible for guiding families through pre-need and at-need arrangements while providing exceptional customer service during sensitive and emotional situations. The ideal candidate is relationship-driven, empathetic, professional, and comfortable discussing service options, memorial planning, and financial arrangements.
Job Responsibility
Meet with individuals and families to discuss burial
cremation
mausoleum
memorialization
and funeral service options
Assist families with both pre-need planning and at-need arrangements in a caring and professional manner
Educate families on available products
services
payment options
and memorial packages
Maintain ongoing relationships with client families and provide follow-up support as needed
Coordinate with funeral directors
operations staff
and administration to ensure seamless service delivery
Complete contracts
service agreements
and required documentation accurately and timely
Maintain compliance with company policies
state regulations
and industry standards
Respond to inbound inquiries
referrals
and walk-in appointments promptly
Participate in community outreach
networking events
and educational seminars when applicable
Maintain detailed records and client information within CRM or internal systems
Support families during emotionally sensitive situations with compassion
discretion
and professionalism
Achieve individual and team service and sales goals while maintaining a high level of customer satisfaction
Requirements
2+ years of customer service
sales
hospitality
counseling
funeral services
or family services experience preferred
Experience in cemetery
mortuary
hospice
healthcare
or memorial services strongly preferred
Strong interpersonal and communication skills with the ability to build trust and rapport
Ability to work compassionately with families during difficult times
Professional presentation and demeanor
Strong organizational and administrative skills
Ability to multitask and manage appointments effectively
Proficiency with Microsoft Office and CRM/database systems
Bilingual Spanish preferred but not required
Valid driver’s license and reliable transportation may be required
Nice to have
Empathy and emotional intelligence
Consultative sales approach
Attention to detail and confidentiality
Strong follow-through and customer care mindset
Ability to work independently and collaboratively
Comfortable discussing financial arrangements and service options