About the Role
Self-Employed Estate Planning Consultant – Attractive OTE
We are looking for ambitious, self-employed Estate Planning Consultants to join LCS Legal. This is a flexible, remote role with the opportunity to work both from home and face-to-face with clients in your local area.
You will receive a steady flow of company-generated leads, supported by our dedicated telesales team who will book appointments directly into your diary. You will also have the opportunity to build and grow your own localised sales and marketing strategy to generate additional business and maximise your earnings.
Main Responsibilities
As a professional Estate Planning Consultant, your role will involve:
- Attending client appointments via telephone, video consultation, and face-to-face home visits
- Taking Will instructions and providing tailored estate planning advice
- Building strong, long-term client relationships through exceptional service
- Explaining a range of estate planning options and designing bespoke solutions
- Developing your own local business and referral network
You will provide advice on:
- Wills and Estate Planning
- Document Storage
- Lasting Power of Attorney
- Advance Directives
- Trusts
- Probate, Executor and Trustee Services
- Land Transactions
Drafting a Will is a specialist activity, and we pride ourselves on helping clients fully understand their options while delivering a personalised, professional service.
Skills, Knowledge and Experience
We are seeking experienced Estate Planners or strong sales professionals who want to benefit from the support and reputation of an established organisation.
You will have:
- Excellent communication skills, both written and verbal
- Strong time management and organisational abilities
- The confidence to work independently and use your own initiative
- Outstanding client care and relationship-building skills
- A professional and confidential approach
- A full UK driving licence and access to your own vehicle
- Relevant industry experience (qualifications are an advantage but not essential)
What We Offer
- Attractive earning potential with uncapped commission
- Pre-qualified leads and booked appointments
- Flexible, self-employed working
- Ongoing training, coaching and development
- Full administrative and technical support
- Opportunities to grow and manage your own area as we expand
Following a short initial training programme, delivered either remotely or at our head office in Dawlish, you will begin working appointments and delivering professional advice to clients. Continuous training and support will ensure you stay fully up to date with our products and services.
Next Steps
If you are an ambitious, driven sales professional looking to build a rewarding career with excellent earning potential, we would love to hear from you.
Apply now in confidence by sending your CV to:
[email protected]
Job Type: Full-time
Pay: £25,000.00-£100,000.00 per year
Benefits:
- Flexitime
- Free parking
- On-site parking
- Referral programme
- Work from home
Experience:
- Estate planning: 1 year (preferred)
Work Location: Hybrid remote in United Kingdom
