Estate Planning Consultant

TieTalent; North East; On-site; GBP 50,000 - 100,000; Full time

Job summary

Join a leading team in Will Writing and Estate Planning, helping secure assets for clients. As an Estate Planning Consultant, enjoy flexible working hours and uncapped commission earnings while making a significant impact in a high-demand industry. With comprehensive training and support, this role offers excellent career growth potential.

Benefits

Flexible working hours

Self-managed scheduling

Full sales and marketing training

Supporting start-up kit

Potential earnings of £50k - £100k OTE

Qualifications

• Strong communication skills and passion for sales are essential.
• Need access to a car and a driver's license.
• Ability to work independently and get out of comfort zone.

Responsibilities

• Conduct online and face-to-face will instructions.
• Upsell services such as Trusts, Funeral Plans, and Document Storage.
• Generate leads using the provided training and support.

Skills

Consultative sales approach

Strong communication

Motivated

Ability to generate referrals

Job description

About

Join the leading team in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented.

The Opportunity

In this role as an Estate Planning Consultant, you will have freedom over your schedule, fantastic earnings, a career with growth potential in a high-demand industry, and the chance to make a real impact.

We Offer (Estate Planning Consultant Benefits)

• Earn Big: £50k - £100k OTE, self-employed with uncapped commission.
• Enjoy Flexibility: Self-managed scheduling and flexible working hours.
• Receive Top-Notch Training: Full sales, marketing, and product training provided.
• Get Comprehensive Support: Start-up kit including a tablet, sales kit, and extensive support for a one-off £1195 investment.
• Make a Difference: Help secure people's assets and provide peace of mind.

Are You the Ideal Estate Planning Consultant?

• Consultative sales approach and entrepreneurial spirit.
• Strong communication skills and a passion for the industry and sales.
• Independent, motivated, and adept at generating referrals.
• Presentable and ready to impress.
• Have access to a car and driver's license.
• Ability to get out of your comfort zone.

Key Responsibilities Of An Estate Planning Consultant

• Conduct online and face-to-face will instructions.
• Upsell services such as Trusts, Funeral Plans, and Document Storage.
• Generate leads with our full training and support system.

Apply Now For An Immediate Interview!

Location: Newcastle upon Tyne, England

Languages

• English