Estate Planning Consultant

3 weeks ago


North West, United Kingdom BeTechnology Group Limited Full time

Position: Mobile Estate Planning Advisor
Salary: £30,000 - £40,000 + commission (£40,000 -£50,000 OTE)
Location: Remote

We are collaborating with a rapidly expanding company that focuses on estate planning, committed to delivering outstanding service and assurance to their clientele. Their team excels in providing customized estate planning solutions, encompassing will preparation and trust management. They are dedicated to assisting individuals and families in safeguarding their assets and ensuring their desires are honored.

This organization is transforming the landscape in the industry, experiencing a remarkable 50% growth over the past six months, and is now aiming to significantly increase its workforce in the near future.

Role Overview:
We are in search of a driven and skilled Mobile Estate Planning Advisor to become part of the team. In this position, you will engage with clients at their residences or other suitable venues to offer expert estate planning guidance. Your main duties will involve drafting wills, advising on trusts, and providing tailored solutions to address each client's specific requirements.

Key Responsibilities:
1. Meet and exceed sales objectives, contributing to the overall success of the organization.
2. Promote and cross-sell additional products and services to clients.
3. Conduct consultations with clients to comprehend their estate planning goals and needs.
4. Prepare wills, trusts, and other estate planning documentation.
5. Offer expert advice on estate planning strategies and options.
6. Work closely with sensitive clients, demonstrating compassion and understanding.
7. Ensure adherence to legal and regulatory standards.
8. Maintain current knowledge of estate planning laws and best practices.
9. Organize your schedule and travel to various client locations as necessary.

Requirements:
1. Proven success in sales, with a history of meeting and surpassing targets.
2. Prior experience in estate planning, including will preparation and working with sensitive individuals.
3. STEP (Society of Trust and Estate Practitioners) qualification is highly preferred.
4. Strong understanding of estate planning laws and regulations.
5. Excellent communication and interpersonal abilities.
6. Capability to work independently and manage a flexible schedule.
7. Empathy, patience, and professionalism when interacting with clients.
8. Valid driver's license and willingness to travel.

What We Offer:
1. Competitive salary with a performance-based commission structure.
2. Comprehensive training and ongoing professional development opportunities.
3. Supportive team environment with pathways for career advancement.
4. Flexible working arrangements to balance professional and personal life.
5. A robust benefits package including company bonuses, healthcare, and more.

BeTechnology Group Limited is acting as an Employment Agency in relation to this vacancy.



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