ESTATE PLANNING CONSULTANT
Self-Employed Role with Uncapped Commission
Benefits
- Full Appointment Diary: Enjoy a steady flow of client meetings sourced from our highly-regarded estate planning seminars.
- Flexible Working Arrangements: Manage your workload with complete schedule flexibility, backed by robust company support.
About Us
We are a fast-growing business with a customer-first mindset and a strong brand presence. Our innovative approach and high-quality services have created strong demand for estate planning solutions. We’re expanding our team and seeking experienced estate planning consultants to join us. If you have the expertise and passion for helping clients secure their futures, this is a fantastic opportunity.
Role Overview
As an Estate Planning Consultant, you will:
- Engage with Clients: Conduct appointments in diverse settings including hotel meeting rooms, client homes, and via video calls.
- Educate and Advise: Clearly explain the benefits of our comprehensive legal planning services, helping clients make informed decisions.
- Stay Informed: Keep up-to-date with current legal principles and best practices in estate planning.
- Leverage a Steady Lead Flow: Benefit from a consistent schedule of appointments generated by our well-established seminars.
Key Responsibilities
- Client Appointments: Attend meetings scheduled by our company and provide expert guidance on estate planning.
- Service Education: Inform clients about wills, lasting powers of attorney (LPAs), trusts, probate services, and other legal offerings.
- Collaborative Approach: Work closely with our customer services and internal support teams to ensure a seamless client experience.
- Seminar Participation: Attend our later-life legal planning seminars to engage with prospective clients.
- Accurate Documentation: Use our standardized instruction forms to capture detailed client needs, ensuring all meetings are recorded for quality assurance and compliance.
What We’re Looking For
- Proven Experience: A strong background in estate planning, with training to IPW or SWW standards or legal qualifications.
- High Ethical Standards: A commitment to acting in the best interests of clients and the firm, ensuring quality work and minimizing risk.
- Effective Lead Management: Skill in converting provided leads into successful outcomes, including generating referral business.
- Strong Interpersonal Skills: Empathy, customer focus, and the ability to identify and address client needs effectively.
- Clear Communication: Ability to simplify complex legal concepts for a diverse client base.
- Confident Presentation: A natural flair for engaging clients during meetings.
- Consultative Mindset: Enthusiasm for our products and a consultative approach to client interactions.
- IT Proficiency: Familiarity with Microsoft Office and adaptability to custom software solutions.
- Mobility: A full UK driver’s license and access to a modern vehicle.
Why Join Us?
- Dynamic Team Environment: Collaborate with a supportive and experienced team in a rapidly growing industry.
- Pre-arranged Appointments: Focus on delivering exceptional service while we handle lead generation through our successful seminars.
- Uncapped Commission: Enjoy excellent earning potential with a rewarding commission structure.
- Career Growth: Benefit from continuous support and opportunities for professional development.
If you’re passionate about helping clients plan for the future and have the skills to excel in this role, we’d love to hear from you!
Job Type: Freelance
Pay: £50,000.00-£100,000.00 per year
Additional pay:
Benefits:
- Company events
- Flexitime
- Work from home
Experience:
- Estate planning: 5 years (required)
Licence/Certification:
- Driving Licence and modern vehicle (required)
Location:
Willingness to travel:
Work Location: On the roa
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