Estate Planning Consultant Opportunity

1 week ago


Bognor Regis, West Sussex, United Kingdom Hireo Full time
About the Role

As an Estate Planning Consultant with Beacon Advice, you will have the autonomy to manage your own client relationships while being part of a larger trusted network. You will provide clients with guidance on wills, trusts, and estate planning, delivering personalized advice to help secure their legacy.

Key Responsibilities:
  • Guide clients through important estate planning decisions with empathy and expertise.
  • Draft and review key documents such as wills and trusts, ensuring they comply with current laws.
  • Tailor your services to meet each client's individual goals and needs.
  • Stay updated on estate planning laws and best practices, with training support from Beacon.

Salary: $80,000 - $120,000 per year, uncapped potential based on performance.

Requirements:
  • A minimum of 1 year in estate planning or a related field.
  • Proven ability to create and review wills, trusts, and other estate documents.
  • Excellent communication skills and a passion for delivering top-notch client service.

Why Partner with Beacon Advice?
  • Earn 100% of Your Fees: No commission cuts, no revenue sharing – you keep every penny you earn.
  • Ultimate Flexibility: Work from anywhere, set your own hours, and create the perfect work-life balance.
  • Client Acquisition Support: We handle marketing and attract clients, so you can focus on providing exceptional service.
  • Continuous Training: Access top-tier training and industry updates to stay at the forefront of estate planning.
  • Community and Collaboration: Join a vibrant network of peers, sharing best practices and advice in a supportive environment.


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