Family Services Advisor

AppleOne Employment Services; Los Angeles (CA); On-site; USD 68,000 - 92,000; Full time

Benefits offered by this job

Life insurance license assistance

Job summary

AppleOne Employment Services is seeking a compassionate Family Services Advisor in Los Angeles, CA to guide families through cemetery and mortuary planning with empathy and professionalism. You will work with multiple departments to coordinate meetings, manage documentation, and track inquiries in CRM, while maintaining confidentiality and high service quality.

The role requires strong customer service skills, excellent communication, and the ability to balance sensitivity with practical

Qualifications

• Guide families through cemetery and mortuary planning options.
• Manage family meetings, service details, and aftercare follow-up.
• Track leads and inquiries through CRM software.
• Collaborate with internal teams to ensure a seamless experience.
• Demonstrate excellent professional communication and confidentiality.

Responsibilities

• Provide information on cemetery and mortuary planning options.
• Meet with families to assess needs and guide through arrangements with empathy.
• Coordinate prep for family meetings with internal departments.
• Research contracts and documents; support memorial marker planning.
• Enter and track inquiries and service details in CRM to completion.
• Maintain confidentiality and high service standards across tasks.

Skills

Consultative sales

Empathy

CRM software

Customer service

Communication skills

Microsoft Office / Outlook

Education

College degree preferred

Tools

CRM software

Outlook

Microsoft Office

Job description

Job Summary

We are seeking a compassionate and service-focused Family Services Advisor for a direct hire opportunity in Los Angeles, CA. This role supports families as they make cemetery and mortuary arrangements before or at the time of need, providing guidance, information, and care during important and often sensitive decisions. This is a meaningful opportunity for a professional who combines consultative sales ability with exceptional empathy, professionalism, and attention to detail. The work environment values integrity, diversity, respect, collaboration, quality, and kindness, with a strong emphasis on supportive teamwork and high standards of service. Qualified applicants are welcome regardless of religion, faith, or religious affiliation. The ideal candidate will be comfortable working one on one with families, managing sensitive conversations, coordinating details across departments, and ensuring each family receives a thoughtful and respectful experience.

Key Responsibilities

• Provide callers, visitors, and families with clear information regarding available cemetery and mortuary planning options.
• Meet with families to understand their needs and guide them through pre-need and time-of-need arrangements with empathy and professionalism.
• Collaborate with internal departments to prepare for family meetings and ensure all service details are handled accurately.
• Conduct contract and document research, support memorial marker planning, and complete aftercare follow-up.
• Enter, update, and track family inquiries, leads, and service details in CRM software through completion.
• Maintain confidentiality, accuracy, and a high level of service while managing multiple priorities in a sensitive environment.

Compensation and Benefits

• Salary: $79,996 per year.
• Job Type: Direct hire.
• Schedule: Must be able to work Saturdays and Sundays according to the rotation schedule.
• Life insurance license support: Company will pay for the selected candidate to obtain a required life insurance license.

Required Qualifications and Skills

• Guide families through cemetery and mortuary planning options before or at time of need.
• Manage family meetings, service details, documentation, and aftercare follow-up.
• Track leads, inquiries, and family service activity through CRM software.
• Collaborate with internal teams to ensure a seamless and compassionate family experience.
• Strong customer service skills with the ability to communicate professionally, empathetically, and sincerely.
• Excellent listening, verbal, written communication, and presentation skills.
• Ability to exercise sound judgment, privacy, discretion, and confidentiality.
• Strong organizational skills with the ability to plan, prioritize, and shift quickly between tasks.
• Demonstrated initiative with the ability to work independently and as part of a team.
• Strong problem-solving skills, accuracy, and attention to detail.
• Positive, professional attitude and demeanor, with the ability to model values of integrity, diversity, respect, collaboration, quality, and kindness.
• Proficiency with Microsoft Office, including Outlook.
• Comfort using CRM software to consistently track leads and inquiries through completion.
• Ability to apply a consultative sales process with a strong customer service focus.
• Ability to properly use and follow a customer service call rotation system.
• Life insurance license required, or ability to obtain one with company-paid licensing support.
• Relevant professional experience in customer support, client care, family services, consultative sales, or a related field.

Preferred Qualifications

• College degree preferred but not required.
• Minimum of 2-4 years of consultative sales experience preferred.
• Experience working in a sensitive, service-oriented environment where empathy, accuracy, and confidentiality are essential.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.