Funeral Planning

3 weeks ago

Portsmouth, United Kingdom The Southern Coop Full time

Each funeral is different, and every person is unique. This belief is at the centre of what we do, and the way that we work. We take great pride in offering a professional, caring and sensitive service to our customers when they are confronted with the deathof a loved one.

Based in our central offices (Portsmouth), in this role you will be responsible for offering support and delivering excellent client experience through the selling of pre-paid funeral plans, memorialisation and aftercare services to clients.

**KEY RESPONSIBILITIES**
- Confidently manage, support and process all funeral plan enquiries in line with Company procedures and Financial Conduct Authority (FCA) regulations.
- Sell, arrange and administer funeral and memorial plans and aftercare services, whilst ensuring the fair treatment of clients.
- Embrace, support and deliver our End of Life Service (ELS) vision in a professional, honest, caring and empathetic manner.
- Embrace and endorse ELS Bereavement care team and any aftercare services for individuals, groups and colleagues.
- Escalate complaints or concerns to the Funeral Sales Manager.
- Engage and complete relevant FCA CPD requirements, ELS and Southern Co-op training, own individual development plan (IPD), whilst proactively highlighting gaps relating to personal performance.

**KEY EXPERIENCE, KNOWLEDGE & SKILLS**
- Numerically and financially awareness
- Customer service experience, desirably in an FCA regulated sales environment
- Competent administration skills, with experience of Microsoft Word and Excel
- Knowledge or experience of funerals and funeral plan environment
- Good communication skills with a confident, empathetic and professional manner
- Willingness to build/promote existing links within the community

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