Jonathan Bartlett

Jonathan Bartlett Email and Phone Number

Director of Life Planning @ Funeral Partners Limited
berks, west berkshire, united kingdom
Jonathan Bartlett's Location
Greater Cardiff Area, United Kingdom
Jonathan Bartlett's Contact Details

Jonathan Bartlett personal email

About Jonathan Bartlett

20 years Banking, Insurance and Later Life Planning experience.Helping firms help more customersGrowing business in shrinking marketManaging change in a regulated environment Transforming businesses from non regulated to regulated environmentLeading complex teams in multiple locations

Jonathan Bartlett's Current Company Details
Funeral Partners Limited

Funeral Partners Limited

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Director of Life Planning
berks, west berkshire, united kingdom
Employees:
125
Jonathan Bartlett Work Experience Details
  • Funeral Partners Limited
    Director Of Life Planning
    Funeral Partners Limited Nov 2023 - Present
    Woking, England, United Kingdom
  • Dignity Pre Arrangement Limited
    Distribution Director
    Dignity Pre Arrangement Limited Feb 2010 - Nov 2023
    Cardiff. Bath & Sutton Coldfield
    • Lead the retail distribution channels working closely with key stakeholders to develop and manage a market leading proposition in over 510 locations in the UK• Lead, direct and drive growth opportunities by growing existing and developing new major partnership arrangements • Oversee a deeply rooted customer culture using the principles of Treating Customers Fairly• Lead operational improvements to achieve business goals as well as streamline processes and maximise operational performance to enable long-term growth. • Provide coaching, mentoring, support and leadership in the development skills and competencies for the Central Operations, Retail and Partnership functions• Develop and implement quality control strategies that help us serve our customers better. (Mystery shopping / Customer insight programmes)• Responsible for distribution of other products offered by Dignity such as Over 50s Insurance, Funeral Benefit & legal services• Meeting and exceeding commercial and budget targets for the division• Transformed operations from a non regulated business to a performing FCA regulated company
  • Principality Mortgage & Insurance Services Ltd
    Head Of Sales
    Principality Mortgage & Insurance Services Ltd Nov 2007 - Sep 2008
    Cardiff, United Kingdom
    Headed up this PBS business on an interim basis following the loss of 2 MDs in a short space of time.Responsible for the growth of sales in Insurance, Mortgages and Wealth products. Also looked after the Marketing and Finance functions.
  • Bradford & Bingley
    Area Manager
    Bradford & Bingley 2006 - 2007
    South Coast
    20 locations in Dorest and the South EastDeveloped an underperforming business - increased sales results - Developed new hungry team.
  • Intelligent Finance
    Head Of Sales Strategy
    Intelligent Finance 2003 - 2005
    Edinburgh & Livingston
    Overhauled Sales ProcessesFocus strategy on key productsWorked as a member of the senior team to return the business to profitManaged Sales and Service and retention teams c.300
  • St. Andrew'S Group Ireland
    Senior Manager - Field & Contact Centre
    St. Andrew'S Group Ireland 2001 - 2004
    Shannon
    Managed 60 seat sales and retention teamDeveloped and managed the field sales team responsible for protection and insurance products.

Jonathan Bartlett Skills

Strategy Financial Services Stakeholder Management Team Management Business Strategy Leadership Management Sales Management Insurance Account Management Performance Management Direct Marketing Banking Coaching Strategic Planning Performance Improvement Budgets Budget

Frequently Asked Questions about Jonathan Bartlett

What company does Jonathan Bartlett work for?

Jonathan Bartlett works for Funeral Partners Limited

What is Jonathan Bartlett's role at the current company?

Jonathan Bartlett's current role is Director of Life Planning.

What is Jonathan Bartlett's email address?

Jonathan Bartlett's email address is me****@****aol.com

What are some of Jonathan Bartlett's interests?

Jonathan Bartlett has interest in Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Animal Welfare, Arts And Culture, Health.

What skills is Jonathan Bartlett known for?

Jonathan Bartlett has skills like Strategy, Financial Services, Stakeholder Management, Team Management, Business Strategy, Leadership, Management, Sales Management, Insurance, Account Management, Performance Management, Direct Marketing.

Who are Jonathan Bartlett's colleagues?

Jonathan Bartlett's colleagues are Peter Dearing, Julie Walker, Emma Hollis, Paul Steggles, Mike Oglesby, Surupa M., Neville Gordon.

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