Now Hiring: Family Service Associate

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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.

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End-of-Life Planning Checklist: Documents Every Family Should Have

By Funeral Home • July 23, 2026

A practical checklist of essential end-of-life legal, financial, and final wishes documents every family should organize to bring peace of mind.

End-of-Life Planning Checklist: Documents Every Family Should Have

By Funeral Home • July 23, 2026

A practical checklist of essential end-of-life legal, financial, and final wishes documents every family should organize to bring peace of mind.

Frequently Asked Questions About Planning a Funeral

June 22, 2026

What are the first steps when a loved one passes away? The first step is to notify the proper authorities. If your loved one passes at home, you’ll need to contact emergency services. If the passing occurs in a hospital or care facility, staff will guide you through the next steps. Once this has been done, you can contact a funeral home. Our team is available to help you begin arrangements and coordinate transportation of your loved one into our care. Do I need to plan the funeral right away? While some decisions need to be made relatively quickly, you do not have to finalize every detail immediately. We will help you prioritize what needs to be handled first and give you time to consider the more personal elements of the service. What types of funeral services are available? There are several options available depending on your preferences, beliefs, and budget. These may include: Traditional funeral services with a viewing and burial Memorial services (held after burial or cremation) Graveside services Celebration of life Cremation services with or without a formal ceremony We are here to help you create a meaningful service that reflects your loved one’s life. How much does a funeral cost? Funeral costs can vary widely depending on the services and options selected. Factors that may influence cost include: Burial or cremation choice Casket or urn selection Venue and staffing Transportation Printed materials and flowers We are committed to transparency and will walk you through all options to help you make decisions that align with your needs and budget. Can I personalize the service? Absolutely. Personalization is one of the most meaningful parts of a funeral service. Families often include: Favorite music or readings Photo displays or memory tables Video tributes Special themes or colors Cultural or religious traditions Our goal is to help you create a service that truly reflects your loved one’s personality and legacy. What should I bring to the arrangement meeting? It’s helpful to bring: A recent photo of your loved one Clothing for burial or cremation Personal information (full name, date of birth, Social Security number, etc.) Military discharge papers (if applicable) Preplanning documents (if arrangements were made in advance) Don’t worry if you don’t have everything—we can guide you through what’s needed. What is preplanning and is it necessary? Preplanning allows individuals to make their own funeral arrangements in advance. While it is not required, it can ease the burden on loved ones and ensure that personal wishes are honored. Many families find comfort in knowing these decisions have already been made. What happens after the service? After the service, we continue to support families by: Assisting with necessary paperwork Providing grief resources Helping coordinate burial or cremation follow-up Offering guidance on memorialization options Our care does not end after the service—we are here for you in the days and months that follow. We’re Here to Help Planning a funeral is never easy, but you don’t have to do it alone. Our compassionate team is here to answer your questions, guide you through each step, and help you create a meaningful tribute for your loved one. If you have additional questions or would like to begin planning, please don’t hesitate to reach out.

What is a Celebration of Life, and How Is It Different?

April 13, 2026

In recent years, the phrase “celebration of life” has become more common when families are planning services for a loved one. While many people have heard the term, there can still be confusion about what it truly means and how it differs from a traditional funeral. At its heart, a celebration of life is not about replacing tradition, but about offering a more flexible, personalized way to honor and remember a life. A celebration of life is a personalized service that focuses on honoring the unique story, personality, and legacy of the individual who has passed. While it can be held in a variety of locations, many families choose to gather in the comfort of a funeral home chapel, where they have both guidance and the ability to customize the experience. These services most often take place after cremation, which allows families more time to plan and create a meaningful tribute. However, every family’s preferences are different, and services can be arranged in whatever way feels most appropriate. No two celebrations of life are exactly the same, because no two lives are the same. One of the most meaningful aspects of a celebration of life is the ability to incorporate personal touches that reflect the life being honored, even within a chapel setting. Families may choose to include themed elements that represent a loved one’s passions, hobbies, or personality. This could be as simple as displaying favorite photos and memorabilia, or as unique as incorporating colors, music, or décor that reflect what they loved most in life. Memory tables, tribute videos, and customized music selections can all be seamlessly incorporated into a chapel service. Some families also invite guests to participate by sharing stories or bringing items that hold special meaning. This blend of personalization within a supportive, structured environment often provides both comfort and creativity during a difficult time. A celebration of life offers families the opportunity to gather in a familiar, supportive setting while creating a service that truly reflects their loved one. By combining the comfort of a chapel with the flexibility of personalization, it becomes a meaningful way to honor a life and share memories with those who matter most. There is no right or wrong way to plan a service. The most important thing is creating a space that feels genuine, supportive, and reflective of the person being remembered.