Estate Planning Consultant

KEPT Assets Ltd; Newbury; Remote; GBP 100,000 - 125,000; Part time

Job summary

A growing estate planning company based in Newbury is seeking new consultants to promote the importance of having the right Will in place. This self-employed, commission-based role offers flexibility and relies on your network to deliver professional services. Ideal for candidates with sales experience or those returning to work. Age or gender are not factors, focusing instead on life experience and family understanding.

Qualifications

• Experience in home service, financial services, or insurance services.
• Sales background, including B2C or home party sales, is preferred.
• Ability to adapt and work independently.

Responsibilities

• Show the importance of having the right Will in place.
• Discuss associated trusts, powers of attorney, and funeral plans.
• Provide professional service to clients using own network.

Skills

Understanding of family dynamics

Sales skills

Communication skills

Job description

Kept Assets are a rapidly expanding, profitable estate planning business based in Newbury Berkshire.

Part of our expansion program involves recruiting and training a number of new consultants to cover areas throughout the UK.

An understanding of the vagaries of life and the threats to a family's wealth are a distinct advantage.

This self-employed, commission based role involves showing the importance of having the right Will in place, discussing associated trusts, powers of attorney and funeral plans.

Once your training is complete, you will be able to work at your own pace and use your own network of connections (as well as ours) to provide a professional service to clients.

Applicants may come from :

• A home service background
• Financial services
• Insurance services
• B2C Sales
• Home party sales
• Or simply someone wishing to return to a working environment after a break.

Age or gender are not important, but life experience and an understanding of family dynamics will be advantageous.