Transfer Service Sales Representative

Transfer Service Sales Representative

Learning Outcomes:

Upon successful completion of the program, a graduate will:

1. Provide an accurate explanation of the rationale behind his/her actions, grounded in a comprehensive understanding of the relevant policies, practices and financial implications that guide the performance of all the scope of practice of the Transfer Service Sales Representative rol

2. Communicate clearly, sensitively and respectfully with potential purchasers all relevant information related to various options and possible implications of decisions made at the time of purchase, as permitted by the legislative scope of practice for the specified licence classification including: (1)explaining disposition options (2)explaining clearly and accurately prearranging and prefunding services, product knowledge and merchandise and financial implications (3)managing effectively and sensitively all applicable contractual negotiations and obligations, financing options, and requirements for service and product delivery (4)referring to other licensed professionals when outside the legislative scope of practice

3. Communicate and apply, an accurate and comprehensive understanding of prearranging and prepayment including investment vehicles, insurance, trust reconciliation and financing of prepaid contracts within legislative scope of practice

4. Conduct oneself in a manner consistent with principles and accepted practices of the funeral sector, using professional language

5. Complete all aspects of business operations for a Transfer Service- Class 2, in the capacity of an owner/manager consistent with legislated responsibilities in a legal, ethical, safe and efficient manner across a broad range of predictable and unpredictable contexts

6. Arrange (prearrange) and document transfer services, disposition details, related transactions and follow up services with the legal representative in an effective, professional, caring and creative manner

7. Engage in, and plan for, ongoing personal and professional development, networking/community relations and interprofessional collaboration

8. Provide effective leadership and contribute to the supervision and mentoring of all team members, including licensees, support staff and/or interns, in a professional, caring and creative manner through providing appropriate direction as it relates to the delivery of transfer services

9. Lead, establish, maintain and participate effectively in transfer service work teams consisting of licensees, support staff and/or interns, demonstrating at all times the ability to learn, grow and work together

10. Care for and handle the deceased respectfully and safely at all times

11. Complete prepaid contract related documents and related financial matters in accordance with applicable legislation

12. Coordinate and deliver the selected disposition services and follow up services effectively, professionally and consistent with, and supportive of, the wishes of the legal representative

13. Make decisions ethically and professionally based on a comprehensive understanding of the knowledge and skills required of an owner/manager of the applicable business licence class pursuant to the Funeral, Burial and Cremation Services Act, 2002 (FBCSA).