Job Overview
We are seeking a dynamic and results-driven Estate Planning Sales Consultant to join our professional team on a self employed basis. In this role, you will be responsible for engaging with prospective clients, providing expert advice on estate planning services, and building lasting relationships to support their financial security. The ideal candidate will possess excellent communication skills, a strong understanding of sales processes, and a passion for helping clients achieve their estate planning goals. This position offers an opportunity to develop your sales career within a reputable organisation committed to client satisfaction and professional growth.
Our lead generators are based in house and fully trained, which means all appointments are booked on the basis of being 'warm', before consultant arrival.
Responsibilities
- Conduct professional face to face appointments in clients homes or one of our branches around East Anglia.
- Carry out an estate review with the client and offering advice based on their needs.
- Offer products to suit their needs with a fixed fee structure.
- Fill in all paperwork during and follow up paperwork after appointment in a clear and correct manor
- Build and nurture long-term relationships with clients, providing ongoing support and advice.
- Working with our office teams to ensure information is passed over correctly in a timely fashion
Skills
- Proven ability in closing sales with diverse clients.
- Strong driving skills with a valid licence for travelling between client locations.
- Excellent customer service skills with the ability to communicate complex information clearly and confidently.
- Proficiency in English, both written and spoken, with outstanding communication skills.
- Effective time management skills to prioritise tasks and meet deadlines consistently.
- Organisational skills that enable multitasking across multiple client accounts efficiently.
This role is ideal for motivated individuals eager to advance their careers in estate planning sales within a professional setting that values integrity, expertise, and client satisfaction.
This is a self employed, commission based role, OTE £60,000+ per year.
Pay: From £50,000.00 per year
Work Location: In person
