Estate Planner Manager
2 weeks ago
We are seeking a dedicated, hands-on Estate Planners Manager who will be responsible for managing a team of mobile Estate Planners to conduct home visits to clients, assisting them in writing their wills and setting up lasting powers of attorney.
The ideal candidate will have a strong background in estate planning, excellent leadership skills, a passion for providing exceptional customer service, and a high level of empathy and care.
Lead, recruit, manage, and support a team of Field Sales Representatives all over the UK who conduct home visits to clients.
Ensure all Field Sales Reps are trained and up-to-date with the latest laws, regulations, and best practices in estate planning.
Monitor and evaluate the performance of the Field Sales Reps, providing feedback, coaching, and development opportunities.Handle complex estate planning cases and provide expert advice and support to team members as needed.
Prepare regular reports on team performance, client satisfaction, and other key metrics for senior management.
Stay abreast of industry trends and best practices in estate planning to enhance service deliveryRequirements
Bachelor's degree in law, business administration, or a related field (preferred).
Minimum of 5 years of experience in estate planning, with a strong understanding of will writing and lasting powers of attorney.
Keywords -Estate Planning, Will Writing, Lasting Powers of Attorney, Team Management, Mobile Sales Team, Customer Service, Empathy and Care, Leadership Skills, Home Visits, Recruitment, Training, Estate Planning Laws, Performance Monitoring, Coaching and Development, Client Experience, Industry Trends, Legal Knowledge, STEP Qualification,-
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