Estate Planning Consultant

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

Job summary

A leading team in Will Writing and Estate Planning seeks an Estate Planning Consultant. This role offers flexible hours, substantial earning potential, and the opportunity to significantly impact clients' lives by helping secure their assets. Join a high-demand industry with top-notch training and extensive support.

Benefits

Flexible working hours

Comprehensive training provided

Start-up kit including tablet

Extensive support

Qualifications

• Independent, motivated, and adept at generating referrals.
• Strong communication skills and passion for sales.
• Access to a car and driver's license.

Responsibilities

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

Skills

Consultative sales

Communication

Entrepreneurial spirit

Motivation

Lead generation

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!

Note: The job posting appears to be active; no indication of expiration found.