In-Home Estate Planning Consultant (Field Sales)

Simpler Law Ltd.; Birmingham; Sur place; GBP 25 000 - 45 000; Plein temps

Résumé du poste

Simpler Law Ltd. is seeking a Field Sales Consultant to cover a designated UK patch, visiting clients at home and presenting our estate planning services.

You will attend prebooked appointments, build trusted relationships, and provide tailored advice to meet client needs, with full product training at our Lincoln head office. The role offers ongoing development and real potential to advance into management as the company continues to grow, with typical Monday–Friday hours and a focus on

Qualifications

• 4+ years of experience in Sales Advisory/Consultant roles
• Full driving licence with access to own vehicle
• Basic DBS check (this can be applied for at offer stage)

Responsabilités

• 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

Connaissances

Relationship building

Record keeping

Customer service

Communication skills

Description du poste

Simpler Law Ltd. is seeking a Field Sales Consultant to cover a designated UK patch, visiting clients at home and presenting our estate planning services.

You will attend prebooked appointments, build trusted relationships, and provide tailored advice to meet client needs, with full product training at our Lincoln head office. The role offers ongoing development and real potential to advance into management as the company continues to grow, with typical Monday–Friday hours and a focus on