Now Hiring: Family Service Associate

Job Description

Position Name: Family Service Associate

Title of Immediate Supervisor: Sales Manager

Job Summary

The position will assist families in the pre-planning and funding of funerals through the purchase of a life insurance policy or utilizing other funding methods available through the company. They may also assist families in purchasing memorial property and merchandise. All of this is done before the need arises. This individual is responsible for providing prompt, courteous and knowledgeable service to our client families.

Essential Job Duties and Responsibilities

1. Demonstrate Core Values of Excellence, Trust, Care and Growth in performing all aspects of position.

2. Maintain a positive work environment by behaving and communicating in a manner so that you get along with families, co-workers and management.

3. Remain up-to-date on Paycom reading as assigned.

4. Responsible for the sales and services either in a client family’s home, or in the funeral home or cemetery office.

5. Responsible for developing and following up on leads, either self-generated or received from other reliable, company-approved sources.

6. Organize and conduct public seminars in concert with delivery of aftercare services. Also, convert generated leads from these programs to preneed sales.

7. Assist in the development of after-care and seminar resources for funeral home and community.

8. Must meet minimum monthly sales targets.

9. While the main emphasis of this position is the selling of pre-need products and services, you must be available during specified office hours to handle walk-in and immediate need clients.

10. Must remain well informed and educated on the benefits of pre-arrangement and possess the ability to pass this information on to client families.

11. Must be able to utilize tools given to generate sales, procure leads to increase sales, and close a sale.

12. Must develop positive relationships with all funeral home and cemetery managers and associates.

13. Must develop positive relationships with local churches, nursing homes, hospitals and hospice providers.

14. Must possess the necessary licensure or other certification to meet local or state legal requirements and must be licensed with the insurance company used by our company to underwrite our policies.

15. Must possess knowledge of the funeral rites, ceremonies and customs associated with various religions, always confirming the information with the clergy at the time the service is pre-arranged.

16. Must be very knowledgeable of general price lists, casket price lists and merchandise price lists for funeral homes and cemeteries and be able to answer all questions concerning prices and merchandise within the requirements of the Federal Trade Commission (FTC) rules.

17. Light housekeeping to keep the facilities and grounds in perfect order. This includes keeping work areas tidy, picking up litter off the grounds and general straightening up.

The above duties are neither intended to be an all-inclusive list of duties and responsibilities for this position, nor are they intended to be a listing of prerequisite skills and abilities. The purpose is to describe the general nature of the position.

Educational, Licensure and Skill Requirements

• High school diploma or equivalency, prefer associates degree in related field.

• Minimum of one year of similar or related experience.

• Basic office skills including computer skills and knowledge

• Good people skills with ability to relate to a wide range of people

• Attention to detail with effective written and verbal communication skills

• Ability to manage time effectively in order to organize and prioritize work load.

• Ability to work under time constraints and conform with established schedules and deadlines.

• Must be a licensed insurance agent or have the ability to acquire license by the state as well as licensed agent for the insurance company used by the company.

• Licensed Funeral Director in states that require such.

• Possess a valid Drivers’ License and meet the driving performance standards as determined by management. MVR’s may be reviewed annually for compliance.

Essential Physical Responsibilities

• Ability to travel by standard methods of transportation.

• Must be able to bend, stoop and lift laptop computers, projectors, displays and printed materials.

• Must be free from judgment-impairing conditions, disease or addictions, or those, which impair ability to interact with employees, management or the public.

July 14, 2025
Planning a funeral or cremation—whether for a loved one or preplanning for yourself—can feel overwhelming. There are many decisions to make, all while navigating the emotions that come with loss. But with a little preparation and guidance, the process can be meaningful, healing, and manageable. Whether you're planning ahead or handling arrangements after a loss, this guide walks you through the key steps of planning a funeral or cremation service. 1. Decide Between Burial and Cremation One of the first decisions to make is whether the individual will be buried or cremated. This choice often depends on personal, cultural, or religious preferences. Burial typically involves a casket, a graveside service, and a cemetery plot. Cremation may still include a funeral or memorial service and allows for more flexible options such as scattering, keeping an urn, or burying cremated remains. Some families choose direct cremation (without a service) or direct burial and hold a memorial at a later time. 2. Decide on the Type of Service There are many ways to honor a life, including: Traditional funeral service (usually with the body present) Memorial service (typically after cremation or burial) Celebration of life (a more personalized, informal event) Services can take place at the funeral home, a place of worship or outdoors. Choose what best reflects the person’s life and what brings comfort to those attending. 3. Select the Details You’ll want to personalize the service with details such as: Obituary and newspaper or online notices Casket or urn selection Music, readings, or spiritual elements Photos, videos, or displays of personal items Flowers or charitable donation options Who will speak, perform, or participate Many families also choose to include military honors, religious traditions, or cultural customs. 4. Consider Final Resting Place Options For burials: Choose a cemetery and purchase a plot if one isn’t already owned Decide on a headstone or grave marker For cremation: Decide whether ashes will be kept, scattered, buried, or placed in a niche Some families divide ashes among keepsake urns or jewelry 5. Handle Legal and Practical Matters Don’t forget the necessary paperwork: Obtain a death certificate (you may need multiple copies) Notify Social Security and financial institutions Handle wills, trusts, and estate matters If applicable, coordinate with veterans’ services or insurance providers Funeral directors can help guide you through most of this, but having documents organized in advance can ease the burden. 6. Consider Preplanning Preplanning your own arrangements relieves your loved ones of decision-making during an emotional time. You can: Specify burial or cremation preferences Choose the type of service and location Prepay or set aside funds Record personal touches you’d like included Preplanning ensures your wishes are followed—and it brings peace of mind to everyone involved. While planning a funeral or cremation is never easy, it is an opportunity to reflect, remember, and celebrate a life. Whether you’re planning for the future or coping with a loss today, take each step at your own pace, and don’t hesitate to reach out to professionals or trusted loved ones for support.
June 30, 2025
Have you ever been caught up in the moment and paid more for something than you planned? We’ve all been there. Maybe it was the new car after you got that promotion, the newly-released cell phone, or the upgraded cable/internet package that they talked you into when you called to cancel your service. When a death occurs, there is often so much to think about and so many decisions to be made, that it can be hard to be sure you are making the right choices. Sometimes this can lead to spending more than you normally would. Planning ahead lets you to calmly and carefully consider all of your choices, selecting only the products and services that you desire. Our experienced staff of preplanning professionals can explain all of your options, so you can make the choices that are right for you and your family. During the preplanning process, you will design the funeral service that you want, and arrange all the details, such as location, minister or celebrant, songs to be played, people to be recognized in your obituary, etc. This will take the burden of decision-making off of your loved ones, and give them peace of mind knowing that the service was exactly what you wanted. We will provide you with a clear, itemized list of services and merchandise, which will serve as a road map for your survivors to follow. You can set aside funds to pay for the arrangements in advance through the purchase of a funeral insurance policy. Life insurance policy funds can also be allocated to pay for funeral expenses, at the discretion of your beneficiary. Planning ahead allows you to fully consider all your choices, and avoid emotional overspending, so if you'd like to learn more, please give us a call.
June 16, 2025
“We travel, initially, to lose ourselves; and we travel, next to find ourselves.” – Pico Iyer Traveling can provide an insightful perspective into your life, but when you're grieving, that perspective often widens into something much more. Grief can be isolating and lonely. Traveling can serve as a reminder to yourself that there is a whole world out there outside of the walls of your home and familiar places that may remind you of your loss. A vacation may be the last thing on your mind. However, it can aid in your grieving journey by not forgetting that you are grieving but making it easier to remember good times with your loved one. We’ve come up with four ideal vacations to consider to enrich your heart and soul, melt away stress and have a deeply rejuvenating and meaningful adventure. The Cruise Vacation Being away at sea can be healing for grieving on both an emotional and health level. Nothing says adventure like booking a voyage and being whisked away on a ship to forget about real life for a week or so. On a cruise, you’ll be waited on hand and foot and have access to food around the clock, on board entertainment and an environment of elegance and fun. Plenty of sunshine gives your body a Vitamin D dose, which boosts the immune system and offers natural anti-depressants from positive endorphins. Fresh ocean water also produces positive mental function and respiratory health. As a big plus, there are cruise packages for every budget. You can book anything from a quick 3-day cruise to Mexico or the Caribbean, to a 14-day Alaskan or Mediterranean voyage. The Therapeutic Vacation While there is a time for adventure, for some the grieving journey calls for complete relaxation. In this case, an all-inclusive resort package in a tropical location may work wonders. Perhaps a more budget-friendly option is a getaway to a cabin or bed and breakfast? Many people choose to book stays specializing in therapeutic relaxation and spa treatments. All of these are awesome options if you want to lower the cortisol levels in your body and enjoy the soothing relaxation of treating yourself. In the United States, locations like Colorado Springs, Colorado, and Asheville, North Carolina can offer plenty of rest and relaxation. If you’re thinking of adding stamps to your passport, the Icelandic or Irish countryside can rejuvenate you. The Physical Activity Vacation Many people choose to grieve by engulfing themselves into rigorous physical activity. This is a great way to de-stress while improving your health and adding years to your life. Some people might choose vacations with world-class fitness centers or challenges, while others prefer to embark on natural physical challenges including climbs, hikes, and trails. Climbing Japan’s Mt. Fuji not only to physically exert yourself but also to boost your emotional health through confronting and conquering a challenge. You’ll have stories for life when you decide to explore natural rainforests or go kayaking through British Columbia or New Zealand. The Sight-Seeing Vacation Taking in breathtaking monuments, structures or natural wonders do a lot to expand your horizons and touch your emotions. These vacations work to put life and the world into perspective, which is essential in any grief journey. There are countless sights and landmarks to see. A trip to check out the Grand Canyon, Eiffel Tower, New York Skyscrapers, Swiss Alps, Great Wall of China, Pyramids of Africa and the list goes on. You can’t go wrong with any of these vacations. Comb through them to see which touch your heart and fill needs that will help your mental, physical and spiritual health. 
May 12, 2025
As we approach Memorial Day, we’re reminded that this day is more than just a long weekend or the unofficial start of summer. It's a solemn occasion—a time to pause, remember, and reflect on the extraordinary sacrifice of the brave men and women who laid down their lives in service to our country. Memorial Day is about honoring those who never came home. It's a day to recognize the weight of freedom—the cost of which has been paid in lives lost on battlefields near and far. From the beaches of Normandy to the deserts of the Middle East, these heroes fought not for recognition, but for a cause greater than themselves: the preservation of liberty and the protection of the values we hold dear. But our reflection doesn’t stop there. While Memorial Day specifically honors the fallen, it's also an opportunity to acknowledge the living veterans and active service members who carry the burden of memory and continue to serve with courage and dedication. Their stories, resilience, and sense of duty remind us what it truly means to serve. This Memorial Day, let’s remember with gratitude, honor with intention, and live in a way that reflects the depth of their gift. To all who have served—and to those we have lost—we remember you. We honor you. We thank you.
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