Family Service Advisor
On-siteOklahoma City, Oklahoma, United States
Job Summary
Conduct daily lead generation by prospecting 1-2 hours each day, obtaining referrals from served families, and building community relationships. Respond to client inquiries with empathy, listen to unique family needs, and present pre-need arrangements while maintaining activity levels to ensure productivity. Prepare for all appointments, perform procedures with attention to detail, and collaborate with funeral directors and location managers to provide seamless service. Review previous contacts to support current needs and share family concerns with the team. Requires a high school diploma, 1-2 years of college or equivalent experience, and current driver's license. Ability to work evenings, weekends, and up to 12-hour days. Located in Oklahoma City, OK.
Required Qualifications
- High school diploma or equivalent
- 1-2 years of college or an equivalent of education and experience
- High school equivalency
- 1-2 years of customer service or sales industry experience preferred
- Current state/province issued driver's license with an acceptable driving record
- Insurance license if required by state/province law and as prescribed by each state board
- Must be able to pass the Company's internal presentation certification within thirty days of hire
- Ability to work a number of evenings and or weekends every month
- Ability to drive frequently
- Ability to obtain and maintain an insurance license if required by state/province
- Flexible hours but, at times must have the ability to work up to 12 hours in a day
- Ability to treat others with empathy and respect
- Knowledge of computers and some software
- Customer service skills
Desired Qualifications
- 1-2 years of customer service or sales industry experience preferred
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