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Robert Half Logo Robert Half · Customer Service

Family Services Advisor

United States, Los Angeles · Job Posted May 29, 2026
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Job Description

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

What we offer

  • Medical
  • vision
  • dental
  • and life and disability insurance
  • Company 401(k) plan
  • Free online training
  • Competitive compensation
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