Estate Planning Consultant
2 weeks ago
**About us**
We are professional and agile.
Our work environment includes:
- Modern office setting
- Food provided
Job Advertisement: Estate Planning Consultant
Location: Multiple Locations across the UK (Including Devon, Cornwall, Southampton, Bournemouth, Chichester, Fareham, Havant, Plymouth, Exeter, Oxford, Reading, Essex, Norwich, Ipswich, London, Birmingham, Coventry, Blackpool, Preston)
Type: Self-employed
About Us:
We are a rapidly expanding company recognised for our customer-first approach and a strong brand presence in the estate planning sector. Due to a significant demand for our services, we are seeking experienced Estate Planning Consultants to join our industry-leading team across various UK locations.
The Role:
As an Estate Planning Consultant, you will play a crucial role in discussing the benefits of our products and services with potential customers, guiding them to make informed decisions regarding their legal planning. This role offers the autonomy to manage your own workload with the flexibility of working from home, supported by the provision of essential IT equipment.
Key Responsibilities:
- Attend company-generated appointments and conduct home visits or national video calls.
- Generate new business through referrals and self-initiated efforts, aiming to self-generate at least 50% of new business.
- Inform customers about estate planning and legal services products, including Wills, LPAs, Trusts, and probate services.
- Utilise support from Hamilton Law for drafting legal documents.
- Deliver talks and seminars to community groups on later life legal products and services.
- Work closely with customers to identify their needs and take accurate instructions using our in-house Estate Planning Assistant software.
Who We Are Looking For:
- Individuals with proven estate planning or will writing experience, trained to the standards of STEP, IPW, SWW, or legally qualified through CILEX.
- Excellent interpersonal skills, empathy, and the ability to identify customer needs.
- Ability to communicate complex legal information understandably.
- Confidence in presenting and a flair for engaging audiences.
- Strong consultation, influence, and negotiation skills with enthusiasm for our products and services.
- Practical IT literacy in a remote setting, proficient in Microsoft Office, and adaptable to custom software.
- Full UK driver’s license and access to your own vehicle.
**Benefits**:
- Uncapped commission-based earnings.
- Flexibility to manage your own workload.
- IT equipment provided.
- Opportunity to work with an industry-leading team.
Join us in making a difference in the estate planning landscape. Send your CV and cover letter, highlighting your experience and suitability for the role, to our recruitment team.
**Job Type**: Freelance
**Salary**: £28,121.00-£30,577.00 per year
**Benefits**:
- Company events
- Health & wellbeing programme
- Life insurance
- Work from home
Flexible Language Requirement:
- English not required
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Commission pay
- Performance bonus
- Tips
- Yearly bonus
**Experience**:
- Sales: 1 year (required)
Licence/Certification:
- Driving Licence (required)
Ability to Commute:
- Havant (preferred)
Ability to Relocate:
- Havant: Relocate before starting work (preferred)
Work Location: Hybrid remote in Havant
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