Family service and preplannins specialist 1-Blueridge
Stewart Enterprises 3.437 reviews - Beckley, WV

This job posting is no longer available on Stewart Enterprises. Find similar jobs:Stewart Enterprises jobs

JOB DESCRIPTION: Family Service and Preplanning Specialist

(Role limited to specific market locations.)




Under general supervision of Manager of Community/Family Service (MCFS) or Director of Community and Family Service (DCFS), sells cemetery and funeral home services, property and merchandise in accordance with the goals established by executive management. Transactions are both at-need and preneed. In addition to the sales duties, this position may perform various service and client relations activities.


Typically reports to a MCFS or DCFS.


All job functions and requirements are carried out within the context and framework of Stewart Enterprises’ mission, stated values and ethical guidelines as well as policies, procedures, schedules and local, state, federal and other regulatory requirements.

This position has the following major responsibilities:
Sells Company cemetery and/or funeral home services, property and merchandise in accordance with established sales objectives and procedures. Sales are both at-need and preneed for cemetery Property and Merchandise (P&M) and preneed only for Preneed Funeral Sales (PNFS).

Completes contracts and other documents as required to provide sales and customer service in accordance with Company policies and based on the funding mechanism utilized (cash, installment sales, trusts or insurance).

Provides client family services in support of the primary sales responsibility. Services include answering questions, escorting visitors, researching client family files and records and assisting client families as needed.

Develops sales leads through personal contacts, telephone solicitation activity and group marketing activities such as direct mail, media advertising or community outreach programs. All leads must be entered into the Company’s lead management system.

Sets appointments and makes presentations at Company location(s) and/or in prospective client family homes in accordance with the goals established by executive management.

Attends interment services to ensure that the event runs smoothly and the client family’s needs are met. Whenever practical, attends visitations and funeral services of client families. This serves the dual purpose of expressing personal interest and concern for the family and strengthening relationships for follow-up calls and appointments with extended family, friends and associates directed to preneed sales presentations.

Attends meetings and group activities as directed.

Maintains records of personal sales activities and performance results in the manner prescribed by the Company.

Any deviation from prescribed policies or procedures including, but not limited to, prices, credit, discounts, contract terms and conditions of sale must be referred to the next level of management, MCFS or DCFS.

Addresses and resolves customer service issues in a timely manner.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Bachelor’s degree or Associate’s degree preferred

High school diploma or general education degree (GED) is required

At least 1 year of experience in a service related role (e.g. customer service, education, medical or finance) is required*

At least 1 year of sales experience is preferred*

  • Combination of service and sales experience can be used to meet at least 1 year required

Depending on funding mechanism for products sold, may require a license (e.g. life insurance or cemetery) or the ability to obtain a license. Certain states require a funeral director license to sell preneed funerals and/or insurance.

A valid driver’s license, good driving record and state required automobile insurance are required.


Must be able to read and interpret Company policies, procedures, contracts and customer files such as ownership records. Ability to respond to common inquiries or complaints from customers, co-workers or members of the business community. Ability to effectively present information to client family members, co-workers and management.


Must know how to use a personal computer and should have a strong knowledge of Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint). Experience using CRM and HMIS a plus.


Ability to calculate figures and amounts such as discounts, interest, proportions and percentages. Ability to apply concepts of basic mathematics.


Ability to concentrate and complete moderately complex forms. Ability to interpret instructions and answer questions.


The physical demands described here are representative of those that an employee must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand, move about, ambulate or commute. Requires the ability to travel to local sites for appointments to make presentations in client family homes.


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level of the work environment is usually moderate. It is necessary for this position to travel within the immediate area.


The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Required Skills

Required Experience

About this company
3.437 reviews
O death! Where is thy sting? Nowhere, if Stewart Enterprises has anything to do with it. The #2 provider of funeral services in North...