Regional Funeral Plan Consultant

Co-op Group

United States

Remote

USD 35,000 - 43,000

Full time

4 days ago
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Benefits offered by this job

30% off Co-op branded products
23 days holidays (pro rata)
pension with up to 10% employer_contr
Employee Assistance Programme
Virtual GP and eye tests
Career development opportunities
Stream pay access

Job summary

Co-op Funeralcare is looking for a Funeral Plan Consultant to be the first point of contact for funeral plans. You will deliver exceptional client experience, manage your own diary across the region, and follow up on enquiries while building relationships in the local community.

The role involves direct contact with clients and travel to meetings. Training will cover FCA requirements and pre-need services to ensure compliant advisory support.

Qualifications

  • Full UK driving licence and access to a vehicle is required.
  • Excellent communication skills with ability to build relationships with clients and the community.
  • High levels of empathy, discretion and care when supporting clients in vulnerable times.

Responsibilities

  • Provide clients with expert guidance on funeral plans and options.
  • Manage your diary and arrange face-to-face visits and follow-ups.
  • Keep accurate client records and ensure documentation is handled securely and promptly.
  • Support branch teams with funeral plan enquiries and admin tasks when required.

Skills

Full UK driving licence
Excellent communication skills
Empathy and listening
Organisational skills
Travel to client meetings

Tools

Outlook
Microsoft Office
CRM systems

Job description

Co-op Funeralcare is looking for a Funeral Plan Consultant to be the first point of contact for funeral plans. You will deliver exceptional client experience, manage your own diary across the region, and follow up on enquiries while building relationships in the local community.

The role involves direct contact with clients and travel to meetings. Training will cover FCA requirements and pre-need services to ensure compliant advisory support.

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