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Family Services Advisor
Job
Robert Half
Los Angeles, CA (In Person)
Full-Time
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Job Description
The Family Services Advisor serves as a compassionate and knowledgeable resource for families planning cemetery, funeral, cremation, and memorial services. This role is responsible for guiding families through pre-need and at-need arrangements while providing exceptional customer service during sensitive and emotional situations. The ideal candidate is relationship-driven, empathetic, professional, and comfortable discussing service options, memorial planning, and financial arrangements.
Essential Duties & ResponsibilitiesMeet with individuals and families to discuss burial, cremation, mausoleum, memorialization, and funeral service optionsAssist families with both pre-need planning and at-need arrangements in a caring and professional mannerEducate families on available products, services, payment options, and memorial packagesMaintain ongoing relationships with client families and provide follow-up support as neededCoordinate with funeral directors, operations staff, and administration to ensure seamless service deliveryComplete contracts, service agreements, and required documentation accurately and timelyMaintain compliance with company policies, state regulations, and industry standardsRespond to inbound inquiries, referrals, and walk-in appointments promptlyParticipate in community outreach, networking events, and educational seminars when applicableMaintain detailed records and client information within CRM or internal systemsSupport families during emotionally sensitive situations with compassion, discretion, and professionalismAchieve individual and team service and sales goals while maintaining a high level of customer satisfaction
Essential Duties & ResponsibilitiesMeet with individuals and families to discuss burial, cremation, mausoleum, memorialization, and funeral service optionsAssist families with both pre-need planning and at-need arrangements in a caring and professional mannerEducate families on available products, services, payment options, and memorial packagesMaintain ongoing relationships with client families and provide follow-up support as neededCoordinate with funeral directors, operations staff, and administration to ensure seamless service deliveryComplete contracts, service agreements, and required documentation accurately and timelyMaintain compliance with company policies, state regulations, and industry standardsRespond to inbound inquiries, referrals, and walk-in appointments promptlyParticipate in community outreach, networking events, and educational seminars when applicableMaintain detailed records and client information within CRM or internal systemsSupport families during emotionally sensitive situations with compassion, discretion, and professionalismAchieve individual and team service and sales goals while maintaining a high level of customer satisfaction