Catholic Funeral & Cemetery Services of the Diocese of Sacramento
Family Service Advisor (Base Commission)
Catholic Funeral & Cemetery Services of the Diocese of Sacramento, Citrus Heights, California, us, 95611
Family Service Advisor (Base Commission)
Position:
Family Service Advisor (Base Commission)
Position Status:
Full Time
Schedule:
In office Monday thru Saturday (5 days as assigned) 8:00am – 4:30pm or 8:30am – 5:00pm with a half hour lunch and occasional off‑site meetings and evening meetings.
Category:
Non‑Exempt
Pay Rate:
$25.00 per hour + Commission
Supervisor:
Sales Manager or another manager as may be assigned.
Position Summary A Family Service Advisor (FSA) is committed to meeting the goals and objectives of Catholic Funeral & Cemetery Services of the Diocese of Sacramento (CFCS). The role includes serving families that come to or contact our cemeteries and funeral homes to arrange "at‑need" and "pre‑need" burials and funerals, making follow‑up calls and contacts, generating sales leads and referrals, completing sales to meet goals, coordinating and collecting payments, and establishing effective communication and coordination with funeral homes and other staff.
Advisors conduct themselves in a professional manner to promote a cooperative, service‑oriented work environment. The FSA reports to the Director of Sales or another manager as may be assigned. Performance evaluations are completed by the supervising manager and may include input from other managers.
Duties & Responsibilities
Counsel families on "at‑need" and "pre‑need" burial arrangements as well as "pre‑need" funeral arrangements. Coordinate all cemetery details for committals with our funeral center and outside funeral homes to plan, set, and execute the committal without error.
Communicate and coordinate with the family, funeral and cemetery teams, and the respective funeral home when necessary.
Develop rapport with families, emphasizing ministry and service. Provide information to families to enable well‑informed decisions about cemetery and/or "pre‑need" funeral arrangements.
Acquire and retrain knowledge of policies and procedures to assist families with changes or exchanges of cemetery line items or pre‑need funeral plans, completing company change orders in a timely manner.
Communicate clearly and effectively with grounds staff to ensure all documents, maps, and work orders are uploaded and accurately set on all committal calendars.
Meet the funeral cortege at the place of internment and remain throughout the committal service to help and support the family.
Assist families with the development, design, and approval of memorials.
Address any family complaints and advise the supervisor on all complaints immediately.
Comply with all Diocese of Sacramento and CFCS policies, instructions, and directives.
Serve families based on a rotation schedule set forth by Management.
Attend scheduled training and sales meetings.
Participate in Parish and Community Outreach events.
Seek opportunities in non‑traditional Community Outreach activities that reach CFCS target demographics.
Accurately prepare and process a variety of documents including burial books, card files, sales maps, contracts, work orders, receipts, and other forms as needed.
Assist in the training of fellow Family Service Advisors as required.
Meet and exceed minimum standards listed in the Commission Policy.
Use FACTS (or other assigned database management software) to manage leads, family activity, and monitoring status assignments.
Follow up on all leads in a timely manner as assigned by management, focusing on setting appointments for Advanced Planning.
Perform other duties as may be assigned.
Education & Experience
High school diploma (or GED) required; college graduate preferred.
3‑4 years of experience in sales, customer service, or related fields involving direct public contact.
Successful and documented track record.
Knowledge, Skills & Abilities
Possess a valid California Driver’s License and proof of insurance.
Pass a background check.
Knowledge of Catholic cemetery and family services program policy and procedure.
Interpersonal skills including tact, patience, and diplomacy.
Understanding of modern office methods and procedures, including Word, Excel, and other software programs.
Basic math computations.
Strong oral and written communication skills and interpersonal abilities.
Bi‑lingual (Spanish or Tagalog) preferred.
Physical Requirements
Involves sitting, standing, and walking, plus occasionally exerting up to 30 pounds of force to move objects.
Physical agility required for movement by bending legs and spine.
Ability to sustain movements, especially of the fingers, wrists, hands, and/or arms.
Ability to express or exchange information by spoken or written word.
These requirements represent minimum levels of required knowledge, skills, and abilities. Responsibilities may vary according to projects, cemetery site activity, and size of workforce.
CFCS & Catholic Funeral and Cemetery Services reserves the right to amend this job description at its discretion. A revised job description supersedes all previous job descriptions for the position as a condition for employment. The job description will be duly distributed as revised.
Job Posted by ApplicantPro
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Family Service Advisor (Base Commission)
Position Status:
Full Time
Schedule:
In office Monday thru Saturday (5 days as assigned) 8:00am – 4:30pm or 8:30am – 5:00pm with a half hour lunch and occasional off‑site meetings and evening meetings.
Category:
Non‑Exempt
Pay Rate:
$25.00 per hour + Commission
Supervisor:
Sales Manager or another manager as may be assigned.
Position Summary A Family Service Advisor (FSA) is committed to meeting the goals and objectives of Catholic Funeral & Cemetery Services of the Diocese of Sacramento (CFCS). The role includes serving families that come to or contact our cemeteries and funeral homes to arrange "at‑need" and "pre‑need" burials and funerals, making follow‑up calls and contacts, generating sales leads and referrals, completing sales to meet goals, coordinating and collecting payments, and establishing effective communication and coordination with funeral homes and other staff.
Advisors conduct themselves in a professional manner to promote a cooperative, service‑oriented work environment. The FSA reports to the Director of Sales or another manager as may be assigned. Performance evaluations are completed by the supervising manager and may include input from other managers.
Duties & Responsibilities
Counsel families on "at‑need" and "pre‑need" burial arrangements as well as "pre‑need" funeral arrangements. Coordinate all cemetery details for committals with our funeral center and outside funeral homes to plan, set, and execute the committal without error.
Communicate and coordinate with the family, funeral and cemetery teams, and the respective funeral home when necessary.
Develop rapport with families, emphasizing ministry and service. Provide information to families to enable well‑informed decisions about cemetery and/or "pre‑need" funeral arrangements.
Acquire and retrain knowledge of policies and procedures to assist families with changes or exchanges of cemetery line items or pre‑need funeral plans, completing company change orders in a timely manner.
Communicate clearly and effectively with grounds staff to ensure all documents, maps, and work orders are uploaded and accurately set on all committal calendars.
Meet the funeral cortege at the place of internment and remain throughout the committal service to help and support the family.
Assist families with the development, design, and approval of memorials.
Address any family complaints and advise the supervisor on all complaints immediately.
Comply with all Diocese of Sacramento and CFCS policies, instructions, and directives.
Serve families based on a rotation schedule set forth by Management.
Attend scheduled training and sales meetings.
Participate in Parish and Community Outreach events.
Seek opportunities in non‑traditional Community Outreach activities that reach CFCS target demographics.
Accurately prepare and process a variety of documents including burial books, card files, sales maps, contracts, work orders, receipts, and other forms as needed.
Assist in the training of fellow Family Service Advisors as required.
Meet and exceed minimum standards listed in the Commission Policy.
Use FACTS (or other assigned database management software) to manage leads, family activity, and monitoring status assignments.
Follow up on all leads in a timely manner as assigned by management, focusing on setting appointments for Advanced Planning.
Perform other duties as may be assigned.
Education & Experience
High school diploma (or GED) required; college graduate preferred.
3‑4 years of experience in sales, customer service, or related fields involving direct public contact.
Successful and documented track record.
Knowledge, Skills & Abilities
Possess a valid California Driver’s License and proof of insurance.
Pass a background check.
Knowledge of Catholic cemetery and family services program policy and procedure.
Interpersonal skills including tact, patience, and diplomacy.
Understanding of modern office methods and procedures, including Word, Excel, and other software programs.
Basic math computations.
Strong oral and written communication skills and interpersonal abilities.
Bi‑lingual (Spanish or Tagalog) preferred.
Physical Requirements
Involves sitting, standing, and walking, plus occasionally exerting up to 30 pounds of force to move objects.
Physical agility required for movement by bending legs and spine.
Ability to sustain movements, especially of the fingers, wrists, hands, and/or arms.
Ability to express or exchange information by spoken or written word.
These requirements represent minimum levels of required knowledge, skills, and abilities. Responsibilities may vary according to projects, cemetery site activity, and size of workforce.
CFCS & Catholic Funeral and Cemetery Services reserves the right to amend this job description at its discretion. A revised job description supersedes all previous job descriptions for the position as a condition for employment. The job description will be duly distributed as revised.
Job Posted by ApplicantPro
#J-18808-Ljbffr