Estate Planning Advisers

Recruiter
Equals One
Location
UK
Salary
£50,000 - £59,999
Posted
09 Nov 2019
Closes
13 Nov 2019
Ref
1299763461
Category
Retail and Sales
Contract Type
Permanent
Hours
Full Time
Estate Planning Advisers - OTE £100K+

Income: £50-100K+ OTE plus Profit Share Scheme AND Share Option Scheme

Self-employed -flexible hours

Wales

Our client is one of the UK's leading Will writing organisations. As a national company they focus on providing a complete estate planning service to customers across the UK. With national coverage they continue to grow and now have further business opportunities for Estate Planning Advisers across the UK.

Role responsibilities but not limited to:-

As a professional Estate Planning Adviser you will:-

·Provide a Will writing service to clients

·Generate your own leads through various sales and marketing initiatives

·Conduct Will instructions primarily from face-to-face meetings and home visits

·Advise clients about their Will options

You will deliver services to clients in your local area and provide advice to clients on:-

·Estate Planning Wills

·Document Storage

·Lasting Power of Attorney

·Advance Directives

·Trusts

·Probate and Trustee Services

·Land Transactions

·Business Services

Our clients have built their service around helping people understand the range of options available and constructing a bespoke product and service that meets their clients' objectives. You will be supported by their in-house legal and head office team together with some leads from their network of professional introducers, Will Bank acquisitions and quality proven lead generation methods.

Skills Knowledge and Experience Required

·Desire and determination to develop your own business within the structure and security of the Just Wills & Legal services network

·Excellent telephone, face to face presentation and communication skills both written and verbal

·Driven with a desire to earn £50,000+ p/a

·Reliable and conscientious

·Good communicator / net-worker with strong interpersonal skills

·Excellent time management skills

·Ability to use own initiative and self-generate new business

·Excellent client care skills

·Ability to deal with matters confidentially

·Full UK driving licence and own transport

If you have existing sales experience in the Will & Trust or financial services sector, it would be a massive advantage - or an impressive track record in direct sales and are looking for that next sales challenge then we want to talk to you.

This role is open to both experienced and non-experienced applicants. A full training scheme will be offered to those who don't have relevant experience but do have the right attitude and drive.

Benefits also include PI Cover, Ongoing CPD, Industry High Commission Rates, Unique Profit Share Scheme, Associate Membership of the SWW and High Level Business Development Support!

This is a fantastic opportunity for motivated individuals to join a growing and professional business.

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