Estate Planning Field Sales Consultant — Growth Path

Simpler Law Ltd.; United States; À distance; USD 43 000 - 70 000; Plein temps

Avantages offerts par ce poste

Full product training

Career progression potential

Résumé du poste

Simpler Law is seeking a Field Sales Consultant to visit clients at their homes, typically 9am–5:30pm, handling prebooked appointments generated from referrals. The role emphasizes building relationships, advising on estate planning, and delivering excellent service to meet clients' needs.

With full product training at our Lincoln head office and ongoing development, this role also offers genuine chances to advance into management as the company grows.

Qualifications

• Minimum 4 years of experience in Sales Advisory/Consultant roles.
• Administrative skills including maintaining accurate records.
• Full driving licence with access to own vehicle is essential.
• 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

Sales Advisory

Relationship Building

Communication Skills

Description du poste

Simpler Law is seeking a Field Sales Consultant to visit clients at their homes, typically 9am–5:30pm, handling prebooked appointments generated from referrals. The role emphasizes building relationships, advising on estate planning, and delivering excellent service to meet clients' needs.

With full product training at our Lincoln head office and ongoing development, this role also offers genuine chances to advance into management as the company grows.