The Company
Our client can help you arrange everything you need to make it easy for your family both in life and when you pass. They specialise in arranging Wills, Powers of Attorney, Estate Planning Trusts and more.
Your Role
You will be covering the areas of Hampshire, Dorset and Wilshire.
As an Estate Planner you will be working closely with clients based in your allocated area. You will give clients a professional approach, offering an outstanding level of customer service, whilst treating all their clients with the upmost confidentiality and trust. You will receive high quality appointments and support by their in-house teams. You will have the luxury of being able to manage your own diary to suit your lifestyle. This is an extremely rewarding role offering uncapped commission. You will receive full training and support throughout the job role.
Duties
- Conducting qualified appointments face to face with clients who have already enquired with the service.
- Identifying the clients’ requirements and wishes, providing them with the appropriate advice and suggested products.
- Upselling products where possible and being proactive with marketing the company’s products and services.
- Adhere to the company's compliance and sales process.
- Taking full instructions including all info needed to complete the hand over to admin
Experience
- Experience in client focused direct sales
- Experience with converting warm leads into active clients
- Excelling targets
- Previous experience in an Estate Planning role would be advantageous but not necessary as full training will be provided.
The Candidate
- Self-motivated and target driven
- A positive attitude and friendly approach
- Confident with communication, building client rapport and a great attention to detail
- Present yourself professionally and providing excellent client care skills
- You must have a full UK driving license
***PLEASE NOTE***
This is a self-employed position
What's in it for you?
As well as a competitive salary, your hard work will always be rewarded with us. If you are looking for a company that matches your ambition with high potential for growth, then this is definitely for you. We believe in taking care of our employees, with the little things making a difference to our workplace.
Company Benefits
- Work From Home (Remote)
- Uncapped Commission
- Incentive Schemes
- Manage your own diary for your perfect work / life balance