Estate Planning Consultant

KEPT Assets Ltd; Newbury; On-site; GBP 100,000 - 125,000; Full time

Job summary

A rapidly expanding estate planning firm is seeking new consultants to educate clients on Wills, trusts, and related services. This self-employed, commission-based role allows for flexible working and utilizes your own network. Candidates from various backgrounds are welcome, and life experience is considered a plus.

Qualifications

• Life experience and understanding family dynamics are advantageous.

Responsibilities

• Educate clients on the importance of having the right Will.
• Discuss associated trusts, powers of attorney, and funeral plans.
• Work at your own pace, leveraging your own network.

Job description

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

As part of our expansion, we are recruiting and training new consultants to cover areas throughout the UK.

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

After completing training, you can work at your own pace, leveraging your own network and our resources to provide professional services to clients.

Applicants may come from backgrounds such as:

• - Home service
• - Insurance services
• - Home party sales
• - Returning to work after a break

Age or gender are not important; however, life experience and understanding family dynamics are advantageous.