Role: Estate Planning Consultant
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, Funeral Plans and Probate services.
Our Wills & 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.
You will be responsible for meeting with the client (at a convenient time for them), completing a Factfind with them and advising them of the best options for them and their family to meet their Estate Planning needs and wishes. You will build a positive and proactive relationship with the client, take their full instructions, liaise with them until they are happy with their documents and arrange the signing of their documents.
You will also be responsible for self-generating leads and sourcing your own clients, although you may occasionally be asked to see a client from one of our many Introducers.
A legal background, qualification or previous experience is essential.
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 and eager to learn
– be a great listener, easy to contact thorough the day and passionate about helping your clients
– have experience within the legal industry and estate planning
– be willing to travel and visit clients within their home, and have a valid UK driver’s licence
In order to get started, we will provide you with access to a full 3 or 4 day training course (course fees may apply) designed to teach you all you need to know about Estate Planning. We will also provide 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.
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