Family Service Advisor
CurrentSells company pre-arranged funeral contracts, along with cemetery property and merchandise following established sales goals and procedures. Makes sales in advance of need, funding mechanism for prearrangements, including cash and installment sales. Completes contracts and other documents as needed to provide sales and customer service. Develops personal sales leads through personal contacts, telephone solicitation activity, family follow-ups, and group marketing activities such as direct mail, media, mall kiosks, or home show booths. Sets appointments and makes presentations in prospective client family homes to sell prearrangements. Attends visitations, funerals, and interment services of client families. Attends sales meetings and group sales activities. Provides client family services supporting the primary outside sales responsibility. Maintains records of personal sales activity and performance results. Refers to sales management regarding any deviation from prescribed policies or procedures including, but not limited to, prices, credit, discounts, contract terms, and conditions of sale.