Estate Planning Consultant

Just Wills and Legal Services
18 Apr 2019
06 May 2019
Contract Type
Full Time
Estate Planning Consultants – Will writers (B2C Sales)

Location: Norwich/Ipswich

Self-employed £50-100K+ OTE plus Profit Share Scheme AND Share Option Scheme

Flexible hours

* Are you keen to develop a sales career in a self-generation environment?

* Do you have experience selling financial products?

* Do you have knowledge of Estate Planning or capability to learn quickly?

* Do you have the drive and commitment to earn c£50k+ selling through a proven sales model!

About Us

Just Wills & Legal Services is one of the UK’s leading Will writing organisations. As a national company we focus on providing a complete estate planning service to customers across the UK. Our services have evolved to offer the full range of Estate Planning products. With national coverage we continue to grow and now have further business opportunities for Estate Planning Consultants across the UK.

Main tasks and duties

As a professional Estate Planning Consultant you will be expected to provide a Will writing service to clients. The role will largely involve generating your own leads through various sales and marketing initiatives, and then taking Will instructions primarily from face-to-face meetings and home visits. Advising clients about their Will is a specialist activity and Just Wills & Legal Services have built their service around helping people understand the range of options available and constructing a bespoke product and service that meets our clients’ objectives.

Supported by our in-house legal and head office team together with some leads from our network of professional introducers, Will Bank acquisitions and quality proven lead generation methods, you will deliver services to clients in your local area and provide advice to clients


Estate Planning Wills; Document Storage; Lasting Power of Attorney; Advance Directives; Trusts; Probate and Trustee Services; Land Transactions; Business Services

Skills Knowledge and Experience Required

* Desire and determination to develop your own business within the structure and security of the Just Wills & Legal services network

* Excellent telephone, face to face presentation and communication skills both written and verbal

* Driven with a desire to earn £50,000+ p/a

* Reliable and conscientious

* Good communicator / net-worker with strong interpersonal skills

* Excellent time management skills

* Ability to use own initiative and self-generate new business

* Excellent client care skills

* Ability to deal with matters confidentially

* Full UK driving licence and own transport

This role is open to both experienced and non-experienced applicants. A full training scheme will be available to those who don’t have relevant experience but do have the right attitude and drive.

If you have existing sales experience in the Will & Trust or financial services sector, it would be a massive advantage - or an impressive track record in direct sales and are looking for that next sales challenge then we want to talk to you.

Benefits also include PI Cover, Ongoing CPD, Industry High Commission Rates, Unique Profit Share Scheme, Associate Membership of the SWW and High Level Business Development Support!


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