• Office Administration and Finance
  • San Jose, CA

Family Service Advisors serve families with care and compassion, educating and guiding them through the process of making informed decisions for Cemetery & Funeral Advanced Planning, At-Need Cemetery, and Memorialization products and services. Family Service Advisors will demonstrate by example, CFCS’ Core Values–Share the Journey, Serve with Care, and Make It Happen–in all their dealings with families, staff, and internal/external contacts. Reporting to the Location Manager, Family Service Advisors interact with families, Family Service Directors, and other personnel/departments.

Job Description
FamilyService –At-Need /AdvancedPlanning
• Ensure the highest standards for The CFCS Way and the “Family First experience” through training and professional development
• The FSA and FSD, together, meet with families and follow The CFCS Way for At-Need Cemetery and At-Need Funeral processes and procedures
• Follow The CFCS Way for Advanced Planning processes and procedures
• Educate families on the Order of Christian Funerals and Mission Programs
• Educate families in making informed decisions for selecting a cemetery property and funeral products and services
• Educate families on creating a “Family Legacy” and show available estate properties
• Complete post-arrangement tasks and administration per procedures
• Share the journey with families by being present at the committal service
• Be proactive in asking for referrals of family members, friends, neighbors, etc.
• Meet or exceed CFCS expectations for lead generation, appointment setting, follow-up, and Advanced Planning revenue targets
• Demonstrate professionalism and uncompromising integrity in all family dealing

FamilyService – Memorialization
• Share the journey with the family, follow the Memorialization process from design through fulfillment, and ensure effective communications with both family and staff
• Set memorialization appointments 1-5 days following the committal service
• Educate families on the many options for memorialization products
• Educate and guide families based on their needs through the process for designing a loved one’s memorialization Outreach and Community Events
• Participate in parish outreach and community events to educate families on the Order of Christian Funerals, CFCS Mission Programs and services, and the benefits of Advanced Planning
• Contact leads/referrals to schedule appointments and make Advanced Planning presentations
• Make complete and accurate entries in the CRM, including detailed notes
• Follow-up and follow-through on appointments scheduled and presentations delivered

• Follow CFCS policies and procedures for contract administration and records management
• Effectively use cemetery/funeral software, CRM, systems, and tools
• Develop a discipline for using job aids to increase personal productivity, time efficiency, and effectiveness
• Participate in CFCS location, classroom, and online training, and self-directed learning

• College degree preferred, and/or 2-4 years working in a sales environment
• Knowledge of the Catholic faith, rituals, and traditions
• Understanding the Order of Christian Funerals
• Able to conduct oneself with a “Family First” approach
• Knowledge of processes, principals, and methods for selling products and services
• Record of accomplishment in networking, developing leads, contacting referrals, setting appointments, and meeting monthly sales goals
• Highly organized, detail oriented, and excellent time management skills
• Bilingual Preferred
• Valid state issued river’s License, good driving record, and proof of insurance

To Apply: Send your resume to Cece Barela at cece.barela@dsj.org

To apply for this job email your details to cece.barela@dsj.org