Estate Planning Consultant

3 weeks ago


Remote, United Kingdom Viribus Animo Recruitment LTD Full time

**Job Title**:Estate Planning Consultant

**Location**: Remote

**Job Type**: Two types of employment;
- Full-time direct employment (40 hours)
- Self-Employed

**Salary**: Dependent on the type of employment
- Direct: £25,000 Uncapped Commission. Average OTE £50,000+.
- Self-Employed: 25% - 30% of the sale depending on experience

**Operating Hours**:

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

Our client is on the hunt for highly experienced Estate Planners to emply direct or Self-Employed. You will be discussing the benefits of estate planning and legal service products which primarily are centered around Wills. There isn't any cold calling aspect as you will be dealing with web leads and Hot-Keys generated from the internal Lead Generation team

**Key Responsibilities**:

- Handling Inbound/Outbound calls to discuss 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
- Own equipment (Laptop/PC, Headset & stable internet)
- 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**: £25,000.00-£50,000.00 per year

**Benefits**:

- Company pension
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Commission pay
- Performance bonus

Work Location: Remote

Reference ID: PS020



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