Job Description

Summary: The Family Service Advisor (FSA) is responsible for promoting, selling, and soliciting life insurance policies, trusts, and annuity contracts designed to fund pre-need funeral services and merchandise arrangements. The FSA will also be tasked with selling cemetery burial rights, merchandise, and related services to individuals through contracts with Cemetery Clients. This role requires exceptional interpersonal skills to assist clients in planning for their future needs, ensuring they have the right products to meet their personal and family requirements. The ideal candidate should be flexible, with the ability to work occasional evenings and weekends as needed.

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.
• Has thorough knowledge of funeral and cemetery products. Has the ability to describe and show benefits of products.
• Utilizes CRM system for proper follow-up on work orders, headstones, call backs, etc.
• Develops and maintains excellent relationship with families.
• Maintains and utilizes updated material and pricing.
• Compiles and delivers proposals and information accurately and in a timely manner in face to face, over the phone, written and by electronic means professionally and effectively.
• Works at assigned location utilizing time on duty and on non-duty days to achieve budget goals.
• Maintains a professional image through appearance. Acts in a manner that reflects well upon the Company’s reputation and demonstrates Company goodwill at all times, particularly in dealing directly with a prospect or customer.
• Community outreach - involved in local organizations, volunteers for company events i.e. health fairs, helmet giveaways.
• Assists 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.
• Other duties as assigned.

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:

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

Work Environment:

• While performing the duties of this job, the employee is frequently exposed to outside weather conditions.
• The employee may be exposed to moving mechanical parts, fumes or airborne particles, and toxic or caustic chemicals.
• The noise level in the work environment is usually moderate.
• This role involves a mix of office-based work, including computer and phone tasks, as well as on-site duties at cemetery locations and plots. The ideal candidate should be comfortable working both indoors and outdoors, with the ability to navigate pavement and occasionally walk on grass.

Disclaimer : The above information on this job description has been designed to indicate the general nature and level of work performed by the employee with this qualification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications of employees assigned to this job.

Job Tags

Similar Jobs