Self Employed Will Advisor

Buchan and London Recruitment; Remote; GBP 60,000 - 80,000; Full time

Job summary

A reputable recruitment agency is looking for motivated individuals to join as Will and Estate Planners. In this self-employed role, you will assist clients in choosing appropriate wills and trusts while providing professional guidance to meet their individual needs. Strong communication skills, self-motivation, and respect for mature clients are key qualities. This is a rewarding opportunity to work from home and build your business with the company's support.

Qualifications

• Professional and reliable communicator with strong interpersonal skills.
• Self-motivated and entrepreneurial with a focus on customer relationships.
• Ability to assist clients in making informed decisions during consultations.

Responsibilities

• Help clients choose the right will, trusts, and associated services.
• Take clients' instructions and provide professional guidance.
• Send instructions for legal document preparation.

Skills

Excellent communication skills

Self-motivated and entrepreneurial

Customer focused

Respectful and comfortable with mature clients

Tools

Computer or laptop

Own transport

Phone

Job description

Our client is currently seeking People who are looking do do a Self employed sales role inWill and Estate Planningand to join their ever growing and expanding team of staff working from home on a self employed basis.

What does the role of a Will and Estate Planner involve?

As a Will and Estate Planner your role is to help, guide and provide clients with solutions to their concerns. This often includes helping them choose the Right Will, Trusts and associated services that are best suited to their individual needs and situation.

At the appointment, you will take customer’s instructions and offer professional guidance and solutions to demonstrate the most appropriate services best placed to meet the client’s needs. This will help the client decide and choose services from our range that they feel best suits their needs and their budget.

The instructions you take are then sent to head office via digital transfer. From here legal teams will prepare all documents for the client.

What makes a successful Will and Estate Planner?

• Professional, reliable and an excellent communicator
• Self-motivated, entrepreneurial and totally customer focused
• Committed to building your business with our support and guidance
• Respectful and at ease in dealing with all types of people, especially mature aged clients.
• Comfortable with helping the client to come to a decision at the consultation
• Have your own transport and phone
• Own a computer / laptop and know how to use it

If you think you have the knowledge, experience and motivation to fulfil this very rewarding and generous role please feel free to apply now ! We would love to hear from you !