Secure Futures and Build Your Own as a Will & Estate Planner!
Are you a driven person with a passion for helping others? Do you thrive in a role that allows you to make a real difference in people's lives? As a Will & Estate Planner, you'll guide families through the crucial process of securing their legacy and protecting their assets for generations to come.
What You'll Get as a Will & Estate Planner:
* Exceptional Earning Potential: £50,000 - £100,000+ On Target Earnings with uncapped commissions.
* Be Your Own Boss: Enjoy the freedom and flexibility of self-employment. Manage your own schedule and work on your terms.
* Comprehensive Training and Support: Receive world-class training in sales, marketing, and estate planning to set you up for success.
* Make a Meaningful Impact: Help families protect their assets and secure their futures.
* Positive and Supportive Environment: Join a team that values excellence, innovation, and making a difference.
About the Role:
As a Will & Estate Planner, you'll play a crucial role in guiding clients through the often-complex world of estate planning. You'll help them create wills, establish trusts, and understand the importance of lasting powers of attorney. This is a rewarding opportunity to make a real difference in people's lives while building a successful and fulfilling career.
What You'll Do as a Will & Estate Planner:
* Engaging online and face-to-face consultations are conducted to understand clients' needs and provide expert advice.
* Draft wills and other essential estate planning documents with accuracy and attention to detail.
* Promote and upsell valuable services like Lasting Powers of Attorney, Trusts, Funeral Plans, and Document Storage.
* Leverage your training and resources to generate leads, build relationships, and close sales effectively.
Who We're Looking For:
* Experienced sales professionals with a consultative approach and a passion for helping others.
* Entrepreneurial individuals with a strong work ethic and the ability to self-manage.
* Excellent communicators who can build rapport and explain complex information clearly.
* Individuals with a professional demeanour who can make a positive and lasting impression.
Ready for a recession-proof career that empowers families and builds you a rewarding career? Apply now to become a Will & Estate Planner!
Seniority level
Associate
Employment type
Full-time
Job function
Business Development, Consulting, and Sales
Industries
Trusts and Estates and Financial Services
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