Estate Planning Consultant

3 months ago

Bethesda, United Kingdom Centurion EPG Full time

**Job description**

**Estate Planner - Centurion EPG**
**UK Locations**
**Self Employed (OTE - £70,000 - £100,000 - Uncapped Commission)**

**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**

**Duties**
- Conducting qualified appointments face to face with clients who have already enquired with the service.
- Generate your own leads which will generate higher commission. Our top earners source a lot of their own leads and enjoy the financial rewards that come with this approach. We will show you how to do this across multiple strategies.
- 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
- Business Mentality
- 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.

**Personal Probate Bank - **Earn up to £50k+ a month in future contracted business with our Will Bank scheme with every Will you sell once it goes to probate.

**Company Benefits**
- Work From Home (Remote)
- 2 Pay Days a Month (every other Friday)
- Uncapped Commission
- Incentive Schemes
- Manage your own diary for your perfect work / life balance

**Salary**: £80,000.00-£100,000.00 per year

Supplemental pay types:

- Bonus scheme
- Commission pay

Ability to commute/relocate:

- Bethesda: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Estate Planning: 1 year (required)

Work authorisation:

- United Kingdom (required)

Work Location: On the road

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