Wills & Estate Planning Consultant.
We are building our team Nationally so will accept applications across the UK.
Trusted Law Ltd is building a network of self-employed Wills & Estate Planning Consultants across the UK.
They will be responsible for visiting clients in their homes to provide our comprehensive range of Estate Planning services including Wills, Trusts, Lasting Powers of Attorney, Business Succession Planning, Funeral Plans and Probate services.
This is a self-employed, commission-based position consisting of a package with uncapped commission with realistic OTE of £30k- £90k per annum.
At Trusted Law Ltd, our main aim is to provide our clients with a friendly, professional service ensuring that we take the time to get to know them, their family and their wishes to ensure that we are providing the most appropriate service.
We offer our Consultants a trusted brand, marketing opportunities, full ongoing training and technical support, and admin support.
Our Consultants are responsible for meeting with the client (at a convenient time for them), completing a discovery session with them and advising them of the best options for them and their family to meet their Estate Planning needs and wishes.
We expect our Consultants to will build a positive and proactive relationship with the client, take their full instructions, liaising with them until they are happy with their documents and arrange the signing of their documents.
Predominantly, our Consultants are responsible for self-generating leads and sourcing their own clients, although with the growth of our Introducers we do rely on occasionally passing our Consultants those clients.
In order to be successful in this role, it is desirable that you have the following:
– be motivated (as this is a self-motivating role), client focused, proactive and eager to learn
– be a great listener, easy to contact through the day and passionate about helping your clients
– have experience within the legal industry and estate planning, especially a legal background or legal qualification
– be willing to travel and visit clients within their home, and have a valid UK driver’s licence
Depending on previous experience and/or qualification, you may be required to attend a 4 day training course (course fees may apply) designed to teach you all you need to know about Wills & Estate Planning.
You will also be required to attend in-house training to help you with the practical and sales elements of the role.
On an ongoing basis, you will receive free and unlimited technical help and guidance, and support with your sales techniques throughout your time with Trusted Law Ltd.
This is a self-employed commission based position consisting of a package with uncapped commission with realistic OTE of £30k- £90k per annum.
Find out more and download our Wills & Estate Planning Consultant Brochure here.
Please send your covering letter and CV to info@ trustedlaw.co.uk
We look forward to hearing from you!