Estate Planning Consultant

Thomas Bradley & Co; Scotland; On-site; GBP 20,000 - 100,000; Full time

Job summary

A reputable company seeks Estate Planning Consultants to provide in-home or virtual advice on legal and financial products. With guaranteed qualified appointments and a base salary along with an uncapped bonus scheme, this full-time position offers excellent conditions and career advancement opportunities.

Benefits

Excellent working conditions

Ongoing in-house training

Competitive remuneration package

Uncapped monthly bonus scheme

Fuel card provided

Qualifications

• Previous face-to-face sales experience is preferred.
• Direct customer-facing sales experience is essential.
• Target-driven with a hunger for learning.

Responsibilities

• Visit clients to provide advice on wills and trusts in homes or via remote meetings.
• Achieve sales targets and develop new sales opportunities.
• Maintain high levels of customer satisfaction to foster loyalty.

Skills

Confident personality

Customer service

Problem solving

Communication

Technology competence

Job description

Job Description

Our Estate Planning Consultants are the face of the company, visiting clients in their own homes, or via remote meetings, providing advice on Wills, Power of Attorney's and Trusts, among other legal and financial products and services.

In this role, covering the North Scotland area (Aberdeen to Inverness) you will benefit from qualified daily appointments, whilst having the security of a national firm behind you, as well as a guaranteed income each month.

Key Requirements

•Achieve agreed sales targets.

•Develop new sales contacts and opportunities.

•Maintain the very best level of customer satisfaction to achieve customer loyalty.

Skills You Will Require

•Confident personality and articulate

•Ability to deliver exemplary levels of customer service.

•Strong problem solving skills.

•Hunger to learn new industry.

•Focused, self-motivate.

•Professional, presentable, and excellent communication skills.

•Competent in terms of using technology.

Your Required Experience

•Ideally you will have previous sales Experience - preferably in a face to face role.

•It is essential you have direct, customer facing sales experience, ideally in-home.

•Target driven.

Job Types

Full-time, Self-Employed

Excellent Benefits You Will Receive

•Excellent working conditions

•Qualified Appointments

•On-going in house training

•Competitive remuneration package

•Basic Salary

•Uncapped Monthly Bonus Scheme

•Career Advancement Opportunities

•Working hours Monday – Friday, 1 Saturday in 4.

Compensation:

•Salary: £20,000.00 base

•OTE: £60,000-£100,000+

•Fuel Card Provided

Mobility:

•Currently living in the UK, within the specified territory, and have permanent right to reside.

•Willingness & Flexibility to travel within designated territory.

• Own Car and Full, Clean Driving Licence Required (Business Insurance Required)