Advance Planning Specialist - Fort Collins, CO

Newcomer Funeral Service GroupFort Collins, CO
7d

About The Position

Bohlender Funeral Home is seeking a compassionate, people‑focused Advance Planning Specialist to help families plan ahead with confidence. In this role, you’ll educate individuals and families about the benefits of making funeral arrangements in advance, offering clarity and peace of mind long before the time of need. If you’re energized by helping others prepare for the future and want to make a positive impact in the Fort Collins community, we’d love to connect. Click here to view the full job description.

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.
  • 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 able to perform the essential functions of the job, with or without reasonable accommodation, and interact professionally with coworkers and the public.

Responsibilities

  • Meet with families to discuss advance planning options
  • Provide clear information and support
  • Build community connections through outreach and presentations
  • Represent Bohlender Funeral Home with professionalism and care

Benefits

  • Health
  • Dental
  • Vision
  • Company Paid Life Insurance
  • Voluntary Life
  • Child Life
  • Legal
  • Accident & Critical Illness
  • 401(k) eligibility after 60 days and Company Match after 1 year of employment.
  • Paid Time Off
  • Funeral Benefits
  • Educational, Licensure and Skill Requirements
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