Family Service Advisor.
4 weeks ago
What You'll Do
As an Family Services Advisor with Memorial, Mortuaries and Cemeteries , you'll be responsible for working with at-need families, conducting aftercare visits, and for generating pre-need sales primarily through referrals. This position reports to the Sales Manager. Compensation is a “Base Plus” plan.
Other duties:
Provide service to families that surpasses their expectations On days assigned by the Sales Manager, meet families at the cemetery for an arrangement conference to set an appointment for the aftercare visit Conduct an aftercare visit with each client family within one week of the burial Follow-up on referrals obtained during the aftercare visit within two weeks Effectively conduct an aftercare visit, preferably in the client’s home, for each family assigned Effectively conduct an average of 4 to 6 pre-need sales presentations per week using Memorial-furnished materials only Generate leads through referrals, deed delivery, park roaming, introductory calls, and networking within the community. This generally requires 10 to 18 hours of prospecting per week Use 4-3-2-1 Daily Goals: each day, try to find 4 qualified prospects, set 3 appointments, give 2 pre-need presentations and make 1 sale Average a minimum of 6 pre-need presentations and 2 pre-need sales per week, with a minimum average of $2,500 per sale Contact Memorial-generated leads within 72 hours for an appointment and/or presentation Meet or exceed sales performance criteria as established by the Sales Manager and Memorial Ensure compliance with the Sales Guidelines, company policies and federal, state and local regulations during all business interactions and when preparing required documentation Communicate daily progress to the Sales Manager Respond to client inquiries in a timely, respectful and accurate manner Any other duties as directed by management except that the FSA will never have any physical contact with the remains of the deceased at any time Appearance and dress must be professional at all times, whether at the cemetery or client’s home RequirementsWhat You Need to Get the Job Done
Relationship Building : Working to maintain friendly relationships with people (internal/external) who are or might someday be important to achieving work-related goals.
Establish trusting relationships with administration staff and the grounds crew at the cemetery Establish good relationship with peers (help each other, share best practices, honor lead protection, etc.) Be visible in the communityCommunication : Able to accurately listen, understand and respond appropriately during interactions. Share relevant information and keep others informed.
Clearly and simply communicate information (verbally or in writing) Understand non-verbal clues and respond to them appropriately Listen actively – listen to and be informed by the perspective of others. Ask probing questions for clarification – seek to understand Persuade or convince others through use of effective interpersonal communication Adapt communication style to the level of the listener (up or down) Explain reasons for action to others Consider how others are affected by information shared and adjust communication and style to meet those needs Be approachableBusiness Conduct: Demonstrate a standard of behavior in the work place that is consistent with the image expected by our customers and employees.
Set a good example (clean, well-groomed, well-spoken, organized, calm, mature, professional, respectful) Act with integrity, honesty and openness Focus on fixing problems, not assigning blame Be accountable for your actions; acknowledge personal mistakes Maintain confidentiality Act in a lawful manner and follow company policies and procedures Honor commitments to customersDrive for Results: Strive to deliver superior performance to achieve successful outcomes.
Seek ways to improve your personal performance Take ownership of job responsibilities Be willing to work all hours – persevere Practice continuous improvement in all elements of the job Set personal goals that are challenging but achievableWorking Conditions
Frequent and considerable evenings and weekends Work will be required on certain holidays, such as Memorial Day Work is conducted from a variety of locations (cemetery, employee’s home or clients’ homes) The work deals with the emotions of others, including personal dealings that are emotional and drainingWhat You'll Love About Us
Great Company Culture. Top Workplaces 6 years in a row Rest and Relaxation . 2 weeks paid time off, 10 paid holidays, and accrued sick leave Health Benefits . Medical with HSA and FSA options, dental, and vision Prepare for the Future . 401(k) with company match Benefitsundefined-
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