Regional Funeral Plan Sales Consultant

• Funeral Director engagement – to promote and raise awareness of our funeral plan products and services
• Community Engagement – organise and deliver region wide community promotional and engagement events
• Funeral plan sales - Supporting face to face those looking to plan ahead
• Collaborate with the Crematorium Managers across the region to identify potential funeral director businesses
• Identify and pursue new business development opportunities within the local community
• Confidently meet with both funeral directors and prospective funeral plan customers
• Generate awareness and leads through proactive local promotion activity
• Provide exceptional service across various communication channels
• Support customers with interest in Westerleigh’s wider cremation, burial and memorial product offerings
• Handle sensitive customer queries with empathy and professionalism
• Process applications accurately
• Work collaboratively as part of One Team to meet service level agreements (SLAs)
• Share feedback, insights, and recommendations for improving product and service offerings
• Operate in line with FCA regulatory expectations
• Engage in coaching and development sessions
• Maintain accurate and up-to-date customer records
• Ensure customer data is managed securely
• Develop a deep knowledge of our products and services

• Previous experience in a consultative Sales orientated role working to targets
• Full driving licence and own transport
• Ability to generate customer leads through proactive work
• Self-motivated with a passion for meeting and exceeding targets ethically
• 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
• Resilient and able to build strong relationships with potential customers, offering compassionate and professional support
• Must pass a DBS (criminal record) check

Experience of selling funeral plans / insurance plans / knowledge of FCA compliance

• 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
• Mindfulness App
• Mental Health Ambassadors
• Free Cremation benefit for Immediate family
• Bereavement Leave
• Enhanced maternity & paternity pay
• Employee Assistance / Occupational health support Program
• Recognition scheme: Above & Beyond vouchers
• Free Flu jab
• Free parking