Home-Visit Estate Planning Consultant | Career Growth

Simpler Law Ltd.; Warwick; On-site; GBP 25,000 - 40,000; Full time

Job summary

Simpler Law Ltd. is seeking a Field Sales Consultant to join our UK team, attending prebooked home appointments with clients who have enquired about our services across a designated patch.

You will establish new relationships, maintain existing ones and tailor our estate planning offerings to client needs, delivering exceptional service and clear advice.

Full product training will be provided at our Lincoln head office, with ongoing development and opportunities to advance into management roles.

Qualifications

• 4+ years in sales advisory roles.
• Administrative skills and accurate records management.
• Full driving licence with own vehicle access.
• Basic DBS check may be required at offer stage.

Responsibilities

• Build and maintain relationships
• Maintain accurate records
• Provide advice and knowledge on estate planning arrangements
• Maintain high standards of customer service at all times
• Build strong rapport and trust with clients

Skills

Sales advisory

Relationship building

Record keeping

Driving licence

DBS check

Job description

Simpler Law Ltd. is seeking a Field Sales Consultant to join our UK team, attending prebooked home appointments with clients who have enquired about our services across a designated patch.

You will establish new relationships, maintain existing ones and tailor our estate planning offerings to client needs, delivering exceptional service and clear advice.

Full product training will be provided at our Lincoln head office, with ongoing development and opportunities to advance into management roles.