Will & Estate Planner – £50,000–£100,000 OTE | Self-Employed

Make a difference. Secure futures. Earn extremely well.

We’re looking for an entrepreneurial Will & Estate Planner to guide clients through the Will instruction process and promote essential services like Lasting Powers of Attorney and Trusts. This is a self-employed role for a consultative sales professional.

What’s in it for you

• Exceptional earnings with an uncapped commission leading to £50,000–£100,000 OTE
• Complete flexibility to manage your own schedule and work on your terms
• Top-tier training on sales, marketing, and products
• A comprehensive support package including a tablet and sales kit (one-off £1195 investment)
• A positive and supportive team that values excellence and innovation
• The satisfaction of making a real difference by helping people protect their loved ones’ futures

What you’ll do

• Conduct engaging online and face-to-face Will instructions
• Promote and upsell essential services such as Trusts, Funeral Plans, and Document Storage
• Leverage our robust training to generate leads and close sales effectively

What we’re looking for

• A consultative sales approach with an entrepreneurial mindset
• Strong communication skills and a passion for helping others
• Independent, self-motivated, and skilled at generating referrals
• A professional demeanour that makes a lasting impression

About the company

Join an innovative team committed to transforming Will Writing and Estate Planning in the UK. With over 50 years of expertise, we’ve safeguarded the assets of thousands of families. In a world where 60% of the population lacks a Will, our mission to provide peace of mind has never been more critical. Be a part of something bigger and help us make a difference.

Nationwide opportunities available

Quick Overview:

Industry: Financial Services 

OTE: £50,000–£100,000+ Uncapped 

Benefits: Comprehensive training, flexible hours, significant earning potential, supportive team

Deal Size: Varied, with substantial earning potential 

Apply today — we’ll give you a call to talk through the details and answer any questions.