Estate Planning Consultant

2 weeks ago


Manchester, United Kingdom Centurion EPG Full time

**Job description**
- Multiple Streams of Income Potential
- Excellent Company incentives throughout the year
- Pre-booked appointments and in-house diary management
- Comprehensive training and ongoing career support and mentoring

Your role will be to advise clients during pre-booked and self generated face-to-face appointments. Conducting comprehensive assessments to determine their current situation and goals, identifying clients needs and matching them to our appropriate services, including Wills, Trusts and Lasting Powers of Attorney. We also offer full Estate Administration and Probate solutions.

You will be supported by a national advertising campaign and provided with warm appointments pre-booked for you around your diary via our Appointment Setters.

Self Gen appointments are encouraged and offer better control of your diary and higher commission.

**Requirements**:

- Direct sales in a B2C client facing role desirable or experience within the Financial Services or Legal Services industries.
- Full product training will be provided.
- Experience in a face-to-face client-facing role is essential.
- Attendance at training sessions is a requirement.
- Ongoing training and mentorship available.
- Good work ethics and self-motivated.
- Good communication skills.
- Your own car, mobile, laptop and full UK Driving License.

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

Pay: £70,000.00-£100,000.00 per year

Schedule:

- Monday to Friday
- Weekend availability

Supplemental pay types:

- Bonus scheme

Licence/Certification:

- Driving Licence (required)

Work Location: On the road

Expected start date: 08/05/2024



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