Field-Based Estate/Probate Consultant (Northwest)

EC Recruitment Services Ltd
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

Field-Based Estate/Probate Consultant (Northwest)

Up to £30k + Uncapped Commission + Company Car + Benefits

Remote Based in the UK Northwest w/Regional Travel

National Legal/Financial Services Firm

We are pleased to announce that Centric Resource has been instructed to act on behalf of a National Legal and Financial Services Firm to source them an experienced and knowledgeable Estate/Probate Consultant to oversee their Northwestern region as they meet and consult with customers leading up to and during times of bereavement. This is an excellent opportunity for a talented Estate/Probate Consultant who is now looking to take on a new, exciting role, building relationships and converting new business in a B2C capacity with families on behalf of one the UK’s leading Estate Planning firms.

About the Field-Based Estate/Probate Consultant (Northwest) Opportunity:
A Field-Based Estate/Probate Consultant (Northwest) is urgently needed for a National Estate Planning Firm. This role is ideal for individuals who are looking to take on an autonomous role, meeting with families and legal advisors across the North of the UK to drive for new, outsourced and direct business. You’ll independently manage your travel schedule, ensuring family meetings are attended and monthly and quarterly targets are achieved. You will also deliver company-sponsored content at local events for will writers and other legal advisors on industry-relevant topics. As a key member of their field team, you will enjoy a healthy, uncapped commission structure and company car, in addition to their generous other company benefits and competitive salary.

About You:
To be considered for this opportunity our client is ideally looking for applicants to evidence some or all of the following skills:

• Previous experience in an Estate Planning/Consulting or Probate/Will Consulting role

• Existing knowledge of estate planning, wills, probate, and other end-of-life items, ideal

• Comfortable working to and achieving against targets, with a successful track record to evidence
• Well-versed in managing and adhering to an independent schedule, including travel

• Familiar with building strong, professional working relationships in a B2C/B2B capacity

• Strong professional networking and presentation skills, with experience of conducting professional presentation
• Strong client-facing and communication skills

• Full UK Driver’s License, essential

About the Company:
My client is most well known for their success in providing comprehensive estate administration services, so you will be working with a knowledgeable team of professionals who are leaders in the field. As a frontrunner across the UK, their top priority is to ensure their services meet their clients’ needs during their most urgent and major life moments. Their team is fun, vibrant, and dynamic, offering social events throughout the year in addition to their generous, standard benefits. This role is going be extremely popular due to the nature of the client, so apply now to avoid disappointment.