Compassionate Family Services Advisor | Pre-Need & Sales

Catholic Diocese of Cleveland; Lorain (OH); On-site; USD 30,000 - 100,000; Full time

Benefits offered by this job

Health insurance

HSA

Life insurance

EAP

FMLA

403(b) retirement plan

Paid vacation

Job summary

Catholic Cemeteries Association seeks a compassionate Family Service Representative in Lorain, OH to blend consultative sales with heartfelt service. You will build relationships with families, conduct pre-need and at-need discussions, present options, and prepare contracts to guide clients through the decision process.

This on-site role requires travel between cemetery offices and community events. Schedule: Mon–Fri 8:30–4:30, with occasional Saturdays.

Qualifications

• 1–3 years in sales, customer service, relationship management, business development, or related field.
• Strong presentation, communication, negotiation, and relationship-building skills.
• Valid driver's license, reliable transportation, and required automobile insurance.

Responsibilities

• Educate and assist families with cemetery burial needs using a compassionate, consultative approach.
• Conduct family appointments, sales presentations, and follow-up meetings to understand needs and recommend appropriate products and services.
• Present cemetery options and explain pricing, payment options, and credit information.
• Prepare and complete sales contracts and related documentation accurately.
• Maintain accurate customer records, sales activity reports, inventory information, and required documentation.
• Develop and maintain professional relationships with families, Funeral Directors, clergy, elder care professionals, community organizations, and referral partners.
• Conduct outside sales activities, including family appointments, networking, community outreach, and referral development.
• Generate new sales opportunities through relationship building, networking, follow-up, and community involvement.
• Collaborate with the Director of Sales to identify customer needs and provide feedback regarding products, services, and inventory.
• Participate in pre-planning events, community outreach programs, educational seminars, and off-site presentations.
• Attend sales meetings, industry events, training programs, seminars, and professional development opportunities.
• Represent CCA with professionalism, compassion, and integrity.
• Collaborate with the Director of Sales and Pre-Planning Coordinator to achieve individual and organizational sales goals.
• Provide families with exceptional service, care, and support throughout the sales process.
• Independently manage appointments, sales activities, and follow-up responsibilities while remaining accountable for results.
• Follow all company policies, procedures, ethical standards, and professional expectations.
• Perform other duties as assigned by management.

Skills

Sales experience

Relationship management

Customer service

Negotiation

Communication

Education

Bachelor's degree or equivalent experience

Job description

Catholic Cemeteries Association seeks a compassionate Family Service Representative in Lorain, OH to blend consultative sales with heartfelt service. You will build relationships with families, conduct pre-need and at-need discussions, present options, and prepare contracts to guide clients through the decision process.

This on-site role requires travel between cemetery offices and community events. Schedule: Mon–Fri 8:30–4:30, with occasional Saturdays.