Protection & Will Adviser

Pinstripe Personnel; Remote; GBP 30,000 - 35,000; Full time

Job summary

A leading Estate Planning firm in the UK is seeking a remote Protection & Will Adviser to deliver client-focused advice. You will work with both new and existing clients, providing guidance primarily via video or phone. This role offers a competitive salary starting between £30K-£35K, with bonuses and an OTE of up to £100K by year three. You will benefit from ongoing training and a steady stream of booked appointments. Ideal candidates will have prior experience as a Protection Adviser.

Benefits

Health insurance

Disability insurance

Bonuses

Qualifications

• Must have previous experience as a Protection Adviser.
• Preferably have experience with Wills and Estate Planning.
• Strong ability to provide advice via video or phone.

Responsibilities

• Provide Will & Protection advice to new and existing clients.
• Handle appointments booked by the firm with approximately 4 appointments daily.
• Work collaboratively with management and administration teams.

Skills

Client-focused approach

Protection advice

Will preparation experience

Effective communication

Job description

PROTECTION & WILL ADVISER

Remote / Home Based

All Appointments Booked

£36K Salary PMI DIS Bonuses = OTE - £65K year 1, rising to £100K by year 3.

A rare opportunity for a remote Protection / Will Adviser with a client focussed Estate Planning & Will Writing firm. They have been giving their clients the highest levels of service for over 15 years and have over 6000 loyal customers.

You will be giving Will & Protection Advice to the firms new and existing clients, in addition there is a steady stream of new clients coming from their corporate clients. All appointments are booked in for you and you will receive roughly 4 appointments per day. The advice will be given by video or phone.

You will benefit from the support of the management and administration teams, there is also continuous ongoing training. Due to the nature of this role and previous experience as a Protection Adviser is essential and you will preferably have experience of Wills and Estate Planning.

In return you will have a highly competitive package with a salary of between £30,000 and £35,000. PMI, DIS plus bonuses with a realistic first year OTE of £65,000 which rises and by year three the OTE is £100,000.

For more information on this position please forward your CV to Douglas McDougall.