SAIF Golden Charter

New ‘Business Support’ role to be trialled

A trial is taking place that will see a new type of Golden Charter representative working directly on funeral plan sales with Independents.

The new ‘Business Support Co-ordinator’ will be working with Helen Wathall, of G Wathall & Son, and Michael and Kim Terry, of C Terry Funeral Services, alongside existing Regional Sales Manager Nick Dawson.

Director of Funeral Director Sales Malcolm Flanders explained: “The difference is that the Co-ordinators will have an even more direct and focused relationship with Independents, being embedded into a small number of organisations to act as a hub for all things related to funeral plan sales and directly help staff to increase their pre-need ratio.

“After a thorough induction, the role will involve close work with the funeral director and staff to generate and follow up enquiries, build good processes around service proposition, and act as the focus for all aspects of marketing and promoting funeral plans.

“Golden Charter works with all sizes and shapes of Independents, and we have seen a wide variety of approaches to funeral planning.

We believe applying this resource in this way will add significant value to independent businesses and ultimately secure a significant uplift in annual plan sales for future funerals.”

The new role reflects Golden Charter’s increased emphasis on business skills, offering a wider support base for Independents.