Network Planning Consultant
3 weeks ago
Job Title: Estate Planning Consultant
Location : Remote
Full-time direct employment (40 hours)
Self-Employed
Self-Employed: 25% - 30% of the sale depending on experience
Monday to Thursday: 09:30 - 18:30
Our client is on the hunt for experienced Estate Planners to employ directly or work Self-Employed. You will be discussing the benefits of estate planning and legal service products such as Wills, Trusts, and Lasting Powers of Attorney. There isn't any cold calling aspect as you will be dealing with warm web leads which are provided daily.
Handling calls to discuss the benefits of estate planning
Draft and check legal documents
Capture customers instructions using our in-house software
Required) Have a minimum 1-2 years of Estate Planning Experience over the phone
~ Computer literate with a thorough knowledge of Microsoft Office (Word/Excel/Outlook)
~ Excellent telephone handling skills
~ Excellent letter-writing skills
~ An excellent timekeeper with a flexible approach to meeting the needs of our customers
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