Estate Planning Consultant

3 weeks ago

Buckingham, United Kingdom Centurion EPG Full time

**Estate Planner - Centurion EPG**
**Buckinghamshire, Oxfordshire and Milton Keynes**
**Self Employed (OTE - £70,000 - £100,000 - Uncapped Commission)**
**Closing Date - 21st April 2023**

**The Company**

At Centurion EPG, we can help you arrange everything you need to make it easy for your family both in life and when you pass. We can help you arrange Wills, Powers of Attorney, Estate Planning Trusts and more. Centurion is well known for its reputation and all of our consultants offer a genuine desire to help our clients achieve their estate planning aims.

**Your Role**

As an Estate Planner you will be working closely with clients based in your allocated area. You will give our clients a professional approach, offering an outstanding level of customer service, whilst treating all of our clients with the upmost confidentiality and trust. You will receive high quality appointments and support by our administration team based in Chichester, West Sussex. You will have the luxury of being able to manage your own diary to suit your lifestyle. This is an extremely rewarding role offering uncapped commission. You will receive comprehensive start-up training and support throughout the job role.

**Duties**
- Conducting qualified appointments face to face with clients who have already enquired with the service.
- Identifying the clients’ requirements and wishes, providing them with the appropriate advice and suggested products.
- Upselling products where possible and being proactive with marketing the company’s products and services.
- Adhere to Centurion EPG’s compliance and sales process.
- Taking full instructions including all info needed to complete the hand over to admin

**Experience**
- Experience in client focused direct sales
- Experience with converting warm leads into active clients
- Excelling targets
- Previous experience in an Estate Planning role would be advantageous but not necessary as full training will be provided.
- Self-motivated and target driven
- A positive attitude and friendly approach
- Confident with communication, building client rapport and a great attention to detail
- Present yourself professionally and providing excellent client care skills
- You must have a full UK driving license

**PLEASE NOTE**

**This is a self-employed position**

**What's in it for you?**

As well as a competitive salary, your hard work will always be rewarded with us. If you are looking for a company that matches your ambition with high potential for growth, then this is definitely for you. We believe in taking care of our employees, with the little things making a difference to our workplace. We offer generous bonus schemes and two annual company parties.

**Company Benefits**
- Work From Home (Remote)
- Uncapped Commission
- Incentive Schemes
- Manage your own diary for your perfect work / life balance

**Job Types**: Full-time, Freelance

**Salary**: £30,000.00-£100,000.00 per year

**Benefits**:

- Company events
- Flexitime
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay

**Experience**:

- Sales (required)

Work Location: On the road

Flextime

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