Role: Estate Planning Consultant
Trusted Law Ltd is building a network of Estate Planning Consultants across the UK.
Our Estate Planning Consultants will utilise our trusted brand, marketing opportunities, benefit from ongoing training and support, and full Admin support so that they can focus solely on their clients.
By working as a Trusted Law Estate Planning Consultant , you will be responsible for self-generating leads and sourcing your own clients, although you may be asked to see a client from one of our many Introducers.
You will need to be highly motivated and focused on providing our clients with the best possible advice, which will require continuous industry learning and training. You will be responsible for seeing the client (at a convenient time for them), advising them on the best estate planning options for them, taking their full instructions and arranging the signing of their documents.
Whilst a legal background or experience is highly desirable, no previous experience is necessary. We will provide access to a full 3-day training course (course fees may apply) and a training course at our offices to help you with the practical elements of the role. You will also receive free and unlimited technical help and guidance, and support with your sales techniques throughout your time with Trusted Law Ltd as an Estate Planning Consultant.
Find out more and download our Estate Planning Consultant Brochure here.
If having read this you are interested in taking it further, please contact us at firstname.lastname@example.org or 01953 711950 / 01603 339055