Licensed Pre-Planner

• 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.
• 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.

• 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.

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

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

This role serves as a trusted guide for families before, 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.

• 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…