Overview
Join to apply for the Regional Funeral Plan Sales Consultant role at Westerleigh Group.
40 hours per week
Starting salary £28,300 per annum + £3k OTE + £5k car allowance + Benefits
Work base at Howe Bridge Crematorium. Travel required throughout the North West, Midlands and North Wales. Hybrid working from home occasionally also available. Permanent role.
Responsibilities
* Funeral Director engagement – to promote and raise awareness of our funeral plan products and services in person and over the phone.
* Community Engagement – Using your creativity to organise and deliver region wide community promotional and engagement events to raise awareness and generate enquiries from prospective funeral plan customers.
* Funeral plan sales – Supporting face to face those looking to plan ahead, providing clear guidance and peace of mind through our tailored funeral plans whilst adhering to FCA regulation.
* Collaborate with the Crematorium Managers across the region to identify potential funeral director businesses through which you can promote the benefits of funeral planning.
* Identify and pursue new business development opportunities within the local community, including partnerships with funeral directors and other relevant organisations, to expand the reach and distribution of Westerleigh’s funeral plan products.
* Meet with funeral directors and prospective funeral plan customers to promote Westerleigh Funeral Plans and ensure they meet their needs, contributing to increased sales.
* Generate awareness and leads through proactive local promotion activity of the benefits of Westerleigh’s funeral plan options and the high-quality services and facilities available at Westerleigh Crematoria.
* Provide exceptional service across various communication channels (phone, email, web, live chat, etc.) in all customer interactions.
* Support customers with interest in Westerleigh’s wider cremation, burial and memorial product offerings, ensuring you direct them to the right colleague to find the solution best suited to their needs.
* Handle sensitive customer queries, from potentially vulnerable customers, with empathy and professionalism, ensuring timely and accurate responses.
* Process applications accurately, ensuring any necessary amendments are handled swiftly, and ensure customer satisfaction is achieved at every step of the FCA regulated sales process.
* Work collaboratively as part of One Team to meet the service level agreements (SLAs) and promote continuous learning and process improvement.
* Share feedback, insights, and recommendations for improving product and service offerings and internal processes to enhance overall customer experience.
* Operate in line with FCA regulatory expectations, the FCA Consumer Duty and documented internal policies and procedures.
* Engage in coaching and development sessions, embracing feedback to improve personal performance and contribute to the overall success of the team.
* Maintain accurate and up-to-date customer records in our systems, ensuring compliance with data protection regulations such as GDPR.
* Ensure customer data is managed securely, in line with company policies and standards, while prioritising customer privacy and security.
* Develop a deep knowledge of our products and services so you can respond confidently to questions and share the benefits with customers.
About You
* Previous experience in a consultative sales orientated role working to targets. This could be as a Sales Consultant, Sales Executive, Field Sales Executive, Sales Advisor.
* Experience of selling funeral plans / insurance plans / knowledge of FCA compliance would be beneficial however not essential as full training is provided.
* Due to the travel element of the role a full driving licence and own transport is essential.
* The ability to generate customer leads through proactive work addressing relevant customer opportunities in your region.
* Self-motivated with a passion for meeting and exceeding targets ethically.
* The ability to talk confidently about a range of products and tailoring responses to meet customer needs, both B2B and B2C.
* Excellent verbal and written communication skills.
* Strong attention to detail and accuracy.
* You’ll need to pass a DBS (criminal record) check to be considered for this role.
* Resilient and able to build strong relationships with potential customers, offering compassionate and professional support.
What We Offer
* Salary and benefits as listed above, plus ongoing training and development.
* 32 days holiday (includes bank holidays)
* Up to £3k OTE
* Car allowance
* Life Assurance
* Ongoing learning & development
* Pension scheme
* Access to a wide range of retail discounts and wellbeing support
* Life Assurance
* Mindfulness App
* Mental Health Ambassadors
* Free Cremation benefit for Immediate family
* Bereavement Leave
* Enhanced maternity & paternity pay
* Employee Assistance / Occupational health support
* Recognition scheme: Above & Beyond vouchers
* Free Flu jab
* Free parking
What next?
Start a career with significance by applying today.
We generally advertise vacancies for a minimum of 1 week before reviewing applications. We reserve the right to close the application window sooner if a significant number of applications are received. If you’re not contacted, please assume you have been unsuccessful. Feedback is not always possible due to the volume of applications we receive.
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