Will & Estate Planner

Position: Will & Estate Planner | Industry: Financial Services

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

Company Insight:
Join the forefront of Will Writing and Estate Planning services in the UK, a field more critical now than ever. We have over 50 years in financial services, aiding thousands in securing their assets. With 60% of the population lacking wills, the demand for these services is unprecedented.

Role Summary: 
As part of our leading team, you’ll guide clients through Will instructions and promote essential services like Lasting Powers of Attorney, Trusts, and more. No prior experience? No problem. We provide comprehensive training to ensure your success.

Key Responsibilities:

  • Conduct online and face-to-face Will instructions.
  • Upsell services such as Trusts, Funeral Plans, and Document Storage.
  • Generate leads with our full training and support system.

Ideal Candidate:

  • A consultative sales approach and entrepreneurial spirit.
  • Strong communication skills and a passion for sales.
  • Independent, motivated, and adept at generating referrals.

We Offer:

  • Potential earnings between £50k – £100k.
  • Full sales, marketing, and product training to generate own leads, using proven methods and techniques.
  • Flexible working hours and self-managed scheduling.- All point-of-sale material.
  • A start-up package including a tablet, sales kit, and extensive support for a one-off £1195 investment.

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:
Driven by success and ready to embark on a rewarding career? Apply now for a guaranteed interview. Let’s protect assets and provide peace of mind together.

An initial investment is required, please enquire for further details.

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