Estate Planning Consultant

3 days ago


Birmingham, United Kingdom The Planning Bee Ltd Full time

The Planning Bee is a new and ambitious later life planning company set up by founders who have many years experience in the estate planning industry and in digital marketing.

Getting in front of the right clients is key for any business. Here at The Planning Bee we own a digital marketing agency who are experts in generating enquiries. These are not cheap Will hunters, but people who are interested in protecting the inheritance for their loved ones.

We are after talented and experienced estate planners who want to join for the long run and grow with us. We require consultative sales people, who are not only interested in a fantastic earning potential, but also offering best advice to clients with a service that is second to none.

This is a self employed position with a guarantee of 8-15 qualified appointments each week for people interested in writing a Will, protecting their assets and planning in the event of mental incapacity.

Experience in Will Writing and Lasting Powers of Attorney is essential but specially a proven background in advising on Asset Protect Trusts is a must.

This is a self employed position with autonomy over your diary with an earning expectation of up and above £85000 per year.

**Job Types**: Full-time, Permanent

**Salary**: £45,000.00-£85,000.00 per year

Additional pay:

- Commission pay

**Benefits**:

- Flexible schedule
- Work from home
Schedule:

- Monday to Friday
**Experience**:

- Estate planning: 3 years (required)



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