Position: Will & Estate Planner | Industry: Financial Services

Earnings: £50-£100k OTE Uncapped | Job Type: Self-Employed

Company Insight:
Be part of an innovative team committed to transforming Will Writing and Estate Planning services 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 wills, our mission to provide peace of mind has never been more critical. Be a part of something bigger—help us make a difference.

Role Summary:
As a Will & Estate Planner, you’ll play a vital role in guiding clients through Will instructions and promoting crucial services like Lasting Powers of Attorney and Trusts. Whether you’re starting fresh or bringing years of experience, our world-class training ensures you’ll excel and make a meaningful impact.

We Offer (Will & Estate Planner Benefits):

• Exceptional Earnings: Achieve £50k – £100k with uncapped commission.
• Complete Flexibility: Manage your own schedule and work on your terms.
• Top-Tier Training: Receive extensive sales, marketing, and product training.
• Comprehensive Support: Get a start-up package including a tablet and sales kit for a one-off £1195 investment.
• Positive Work Environment: Thrive in a supportive team that values excellence and innovation.

Key Responsibilities:

• 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.

Are You the Ideal Will & Estate Planner?

• Have a consultative sales approach with an entrepreneurial mindset.
• Possess strong communication skills and a passion for helping others.
• Be independent, self-motivated, and skilled at generating referrals.
• Present yourself professionally and make a lasting impression.

This Role Offers:

• Impact: Make a real difference by helping people protect their loved ones’ futures.
• Growth: Build a career with limitless potential in a booming industry.
• Flexibility: Enjoy the freedom to balance your work with your life.

Quick Overview:

• Territory: Nationwide, UK
• Industry: Financial Services
• Commission Structure: Highly Competitive, Uncapped
• Benefits: Comprehensive Training, Flexible Hours, Significant Earning Potential
• Target Market: Residents in need of Will Writing and Estate Planning services
• Sales Type: Self-employed, commission only
• Deal Size: Varied, with substantial earning potential

Application Process:
Are you driven by success and ready to embark on a fulfilling career? Apply now for an opportunity to secure an immediate interview.