Family Service Specialist

Posted:
2/25/2025, 4:00:00 PM

Location(s):
Oklahoma, United States ⋅ Oklahoma City, Oklahoma, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support ⋅ Sales & Account Management

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Accountable for serving client families by selling pre-need arrangements. The Family Service PAF Specialist serves families by providing exemplary personalized service and plays an essential role.

JOB RESPONSIBILITIES

Lead Generation

  • Holds self-accountable for prospecting a minimum of 1-2 hours each day
  • Obtains referrals from families served by the location
  • Networks and builds community and civic relationships
  • Explains and presents presentations to families served and referred families
  • Maintains and tracks activity levels to ensure productivity

Build Relationships with Families

  • Responds to client inquiries in a timely, respectful, sensitive and professional manner
  • Connects with families through listening, honest communication and genuine concern
  • Develops an understanding of each family’s unique needs and offers solutions that provide value to them
  • Stays in touch with families to ensure satisfaction
  • Prepares for all appointments and performs all procedures with professionalism and attention to detail
  • Follows through on all customer problems and requests
  • Builds trust-based relationships to earn the right to ask for referrals
  • Earns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning

Teamwork

  • Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future
  • Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service
  • Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales
  • Shares family concerns with rest of the SCI team

MINIMUM REQUIREMENTS

Education

  • High school diploma or equivalent
  • 1-2 years of college or an equivalent of education and experience

Experience

  • 1-2 years of customer service or sales industry experience preferred

      

Licenses

  • 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
  • A current Funeral Practitioners license for the State of Maine or New Hampshire

Knowledge, Skills and Abilities

  • 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

Work CONDITIONS

Work Environment

  • Work indoors during all seasons and weather conditions
  • Local and/or multiple location traveling required
  • Comply with Corporate dress code policy

Work Postures

  • Sitting continuously for many hours per day, up to 6 hours per day
  • May climb stairs to access buildings

Physical Demands

  • Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours

  • Working beyond “standard” hours as the need arises

#SCI

Postal Code: 73118-1298

Category (Portal Searching): Sales

Job Location: US-OK - Oklahoma City