Estate Planning Consultant

7 months ago


Manchester, United Kingdom Viribus Animo Recruitment LTD Full time

**Job Title**:Estate Planning Consultant

**Location**: Manchester City Centre

**Job Type**: Full-time (40 hours)

**Salary**: £25,000 Uncapped Commission. Average OTE £50,000+

**Hours**:

- Monday to Thursday: 09:00 - 18:00
- Friday: 10:00 - 14:00

Our client is on the hunt for highly experienced Estate Planners. You will be discussing the benefits of estate planning and legal service products which primarly are centred around Wills. There isn't any cold calling aspect as you will be dealing with webleads and Hot-Keys generated from the internal Lead Generation team.

**Key Responsibilities**:

- Handling Inbound/Outbound calls to discussing the benefits of estate planning specifically clients Wills
- Draft and check legal documents
- Work closely with customers to identify needs and take accurate instructions to meet their needs
- Capture customers instructions using our in-house software
- (required) Have a minimum 1-2 years of Estate Planning Experience
- Computer literate with a thorough knowledge of Microsoft Office (Word/Excel/Outlook)
- Excellent telephone handling skills
- Excellent letter-writing skills
- Excellent organisational and administration skills
- Strong time management skills
- Used to working to targets in a pressured environment
- Ability to work well as an individual and as a member of a team
- An excellent timekeeper with a flexible approach to meeting the needs of our customers

**Salary**: Up to £50,000.00 per year

**Benefits**:

- Company pension
- Life insurance

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Commission pay
- Performance bonus

**Experience**:

- Estate planning: 2 years (required)

Work Location: In person

Reference ID: PS020



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