Estate Planning Specialist

3 weeks ago


Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full time
About Kept Assets Ltd

We are a rapidly expanding estate planning business based in the UK, with a strong presence in Newbury, Berkshire.

As part of our growth strategy, we are seeking to recruit and train a number of new consultants to cover various regions across the country.

Job Role

This self-employed, commission-based role involves educating clients on the importance of having a well-structured Will, discussing associated trusts, powers of attorney, and funeral plans.

Once trained, you will have the autonomy to work at your own pace and leverage your professional network, as well as ours, to provide a high-quality service to clients.

Requirements
  • A background in home service, financial services, insurance services, B2C sales, or home party sales
  • Life experience and an understanding of family dynamics

Age or gender are not a concern, but a strong work ethic and ability to build relationships are essential.

We welcome applicants from diverse backgrounds, including those looking to return to the workforce after a break.



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