Licensed Pre-Planner

Why Work for Westminster Funeral Home?

Service

• At every level, our dedicated team members display a strong work ethic and commitment to our core values, respect for the family, the profession, and the individual.
• Work with leading experts in the funeral and cemetery profession.

Benefits

• Retirement Plan options available for Full-Time employees along with a Company Match.
• Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of physical and emotional replenishment for our team.
• Employee Discounts on services, merchandise, and property to help our team members in their time of need.

Culture

• We value honesty, courage, integrity, ethical behavior and the development of personal growth.
• We are rooted in the communities to provide a personal touch to every family we serve.
• We believe in the value of funeral and cemetery service, drawing on decades of experience to create the best experience for our families.

Position Status

• This is a newly created position to support the continued growth of the organization.

Compensation

• Eligibility for base pay starting at $55,000.00 annually, plus commission and bonus eligibility based on production.

Summary/Objective

This role serves as a trusted guide for families after, during, and after the loss of a loved one. The position is responsible for helping families make informed funeral, cremation, memorialization, and pre-planning decisions while also providing meaningful aftercare support throughout the bereavement journey. The role is responsible for achieving individual sales objectives, generating referrals, maintaining a robust prospect pipeline, and delivering an exceptional customer experience throughout the arrangement and aftercare process.

Essential Functions

• Meets with families to discuss funeral, cremation, memorialization, and celebration of life options.
• Conducts pre-need arrangement conferences in person, virtually, and by telephone.
• Provides consultative recommendations based on family wishes, cultural traditions, personal values, and financial considerations.
• Presents and sells pre-arranged funeral, cremation, and memorialization products and services.
• Educates families regarding available funding, financing, and payment options.
• Maintains an active prospect pipeline and consistently follows up on leads and referrals through telephone inquiries, website requests, walk-ins, referrals, events, and marketing campaigns.
• Develops referral relationships with healthcare providers, hospices, long-term care facilities, retirement residences, community organizations, faith leaders, and legal and financial professionals.
• Participates in community outreach activities, educational seminars, and events designed to promote awareness of pre-planning benefits.
• Maintains accurate records and documentation within company systems.
• Maintains regular communication with families throughout the sales and arrangement process.
• Serves as a primary point of contact for families following funeral and cremation services.
• Works collaboratively with Funeral Directors, Administrative staff, and other departments to ensure seamless service delivery.
• Conducts structured aftercare appointments and follow-up meetings with family members.
• Assists families in understanding and accessing available federal, provincial, and municipal benefits.
• Assists families in obtaining required documentation to support benefit applications and completing applicable government forms, including: Canada Pension Plan (CPP) Death Benefit applications, CPP Survivor Benefits applications, CPP Children's Benefits applications, Old Age Security notifications, Veterans Affairs benefit applications, where applicable, Provincial benefit and assistance programs.
• Provides guidance regarding estate settlement resources and survivor responsibilities.
• Connects families with grief support groups, bereavement resources, counseling services, faith-based organizations, and community support programs.
• Educates families on available aftercare programs and ongoing support services.
• Maintains professional communication with families throughout the bereavement journey.
• Documents all aftercare interactions in accordance with company policy.
• Represents the organization at community events, educational seminars, health fairs, and networking functions.
• Delivers educational presentations regarding funeral planning, estate preparedness, and the importance of pre-arrangement.
• Promotes public awareness of funeral planning and available aftercare services.
• Ensures compliance with all provincial legislation governing funeral, cremation, cemetery, funeral funding, and consumer protection practices.
• Maintains compliance with the Funeral, Burial and Cremation Services Act and applicable BAO regulations.
• Completes contracts, disclosures, authorizations, funding documents, and supporting documentation accurately and timely.
• Maintains strict confidentiality of family, financial, and company information.
• Maintains accurate and complete documentation to support audits, licensing requirements, and regulatory compliance.
• Maintains all required licences and continuing education requirements.
• Adheres to ethical selling standards and consumer protection requirements at all times.
• Achieves or exceeds established sales, revenue, activity, and performance goals.
• Maintains strict adherence to pricing policies and company procedures.
• Submits contracts, funding documents, payments, and required reports within established timelines.
• Participates in ongoing training, licensing, and professional development programs.
• Performs other duties as assigned.

Competencies

• Communication Proficiency.
• Ethical Conduct.
• Consultive Selling.
• Relationship Building.
• Teamwork Orientation.
• Detail Orientation.
• Thoroughness.
• Customer Service Orientation.
• Time Management.

Required Education, Experience, Certifications and Licensure

• High School Diploma required.
• Valid Funeral Pre-Planner Licence or ability to obtain and maintain provincial licensing as required.
• Minimum of two years of sales, customer service, or relationship-building experience.
• Possession of required licences and certifications, or ability to obtain as applicable.
• Valid state issued driver's licence in good standing and acceptable driving record.

Preferred Education, Experience, Certifications and Licensure

• College diploma or university degree in Business, Social Services, Psychology, Communications, Marketing, Healthcare Administration, Gerontology, or a related field.
• Experience in funeral service, bereavement support, cemetery sales, insurance, financial services, elder care, hospice care, or healthcare.
• Proven success in consultative sales and relationship management.
• Experience assisting individuals with government benefit programs and forms.
• Knowledge of grief and bereavement support resources.

Additional Eligibility Qualifications

• Ability to read, write and speak English fluently. Bilingual is a plus.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, Access and PowerPoint required.
• Ability to communicate with empathy, professionalism, and sensitivity.
• Strong presentation and interpersonal communication skills.
• Demonstrated ability to build trust and long-term client relationships.
• Ability to exercise sound judgment and maintain confidentiality.
• Commitment to ethical selling practices and regulatory compliance.
• Ability to work independently while contributing to team goals.
• Attend and perform work in a professional and courteous manner in accordance with the employer's requirements.
• Demonstrated willingness to participate in growing market share through community involvement.
• Tactful and professional when dealing with complaints or dissatisfaction with services or merchandise.
• Maintains a positive attitude and working environment through organization and communication.
• Ability to simultaneously handle multiple projects, prioritizes tasks, and exercise good judgment.
• Ability to work evenings, weekends, and community events as business needs require.

Supervisory Responsibility

This position has no direct supervisory responsibilities.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• The duties associated with this position are generally performed in an indoor office setting.
• Outdoor duties may require exposure to natural elements such as inclement weather, extreme temperatures, uneven ground, dust, gas, and/or fumes.
• Equipment used to perform the essential function of this position includes, but is not limited to computer, fax, copier, merchant terminal, multi-line phone system, personal or company owned vehicle.
• Employees in this role are regularly required to climb, sit, stand, bend, kneel, and frequently lift to 25 pounds.
• This position may also require reaching, pushing, and pulling.
• This position may also be exposed to chemicals and/ or blood borne pathogens. Exposure risk is considered: Low

Travel

• This position may require up to 10 percent out of area and overnight travel.
• Travel is primarily local occurring during the business day only.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.