Estate Planning Consultant
6 months ago
**Self - Employed Role Estate Planning Consultant**
**Areas**:Bournemouth, Dorset** (60 mile radius travel)
We are looking for **experienced** individuals with a strong client focus to join our team as Estate Planning Consultants.
You will be working on a self-employed basis so you must be self
- motivated and disciplined. To be driven by a natural passion to seek the best advice for our clients.
Our unique software allows all the information to be linked directly to our lead system, and appointments are pre-arranged for the consultants by our team. So, all that’s required is to attend the appointment and keep your diary up to date.
As a consultant you are a representative for Silvertime Legal and a vital part of our business.
This self-employed role has the following duties and responsibilities:
- Visiting new and existing clients in their home, or attending appointments via video conferencing platform, advising them on estate planning solutions.
- Flexibility to fulfil appointments as required.
- Continuous training and development to ensure advice is always relevant.
- Build and maintain a strong relationship with clients.
Essential skills and experience we are looking for:
- IT literate (Dropbox, Calendar etc. Although full induction day and training will be provided.)
- Detail oriented, be a good listener.
- Passionate about the legal industry.
- Driver’s licence and access to your own vehicle.
- **Experience within the estate planning field of 2 years.**
We have a well-trained, friendly team, who love to work hard, achieve goals and have a good time doing so.
Schedule:
- Monday to Friday
Work Location: On the road
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