In-house Legal Estate Planning Consultant

2 weeks ago

Chichester, United Kingdom Centurion EPG Full time

**Estate Planner - Centurion EPG**
**Chichester, West Sussex**
**Starting from £20,000 (Uncapped Commission)**
**Closing Date - 17th March 2023**

**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**

As an In-House Estate Planner you will be handling our active leads in-house. You will give our clients a professional approach, offering an outstanding level of customer service, whilst treating all of our clients with the upmost confidentiality and trust. You will be contacting our clients who have received a quotation from our estate planners based around the UK. This is an extremely rewarding role offering uncapped commission. You will receive comprehensive start-up training and support throughout the job role. So no previous Estate Planning experience is necessary.

**Duties**
- Conducting qualified appointments with clients over the telephone, who have already enquired with the service and received a consultation from our Estate Planners.
- 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
- Confident with communication, building client rapport and a great attention to detail
- Present yourself professionally and providing excellent client care skills

**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 relaxed office environment 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 free lunches on Fridays, bonus schemes and two annual company parties.

**Company Benefits**
- Fun Office Working Environment
- Free Lunch on Fridays
- Incentive Schemes
- 28 Days Annual Leave

**Salary**: From £20,000.00 per year

**Benefits**:

- Company events
- Flexitime

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay

**Experience**:

- Sales (required)

Work Location: One location

Flextime

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