Estate Planning Specialist

1 month ago


London, Greater London, United Kingdom Will Power Group Full time
Will Writing and Estate Planning Consultant – Part-Time

We are seeking a part-time Will Writing & Estate Planning Consultant to join our team at Will Power Group. As a Consultant, you will be responsible for conducting Zoom appointments and home visits with clients in West & South West London, Surrey, and the Thames Valley.

You will need to be experienced in Estate Planning and possess excellent sales skills to promote Wills, LPAs, and Trusts. Knowledge of inheritance tax issues and care regulations is highly desirable.

Key Responsibilities:

  • Conduct consultations with clients via Zoom, WhatsApp, and Facetime
  • Visit clients' homes to discuss their will/estate planning needs
  • Develop a conversation to reveal the full range of needs to a client
  • Work independently and as part of a team
  • Meet sales targets and contribute to the growth of the business

Requirements:

  • Own car and valid driver's license
  • Ability to work some evening hours on a regular basis
  • Excellent communication and interpersonal skills
  • Strong sales and negotiation skills
  • Knowledge of inheritance tax issues and care regulations

What We Offer:

  • Competitive salary and commission structure
  • Opportunities for career growth and professional development
  • Supportive and dynamic team environment


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