Overview
Our client is currently seeking People who are looking do do a Self employed sales role in Will and Estate Planning and to join their ever growing and expanding team of staff working from home on a self employed basis.
What does the role of a Will and Estate Planner involve?
As a Will and Estate Planner your role is to help, guide and provide clients with solutions to their concerns. This often includes helping them choose the Right Will, Trusts and associated services that are best suited to their individual needs and situation.
At the appointment, you will take customer’s instructions and offer professional guidance and solutions to demonstrate the most appropriate services best placed to meet the client’s needs. This will help the client decide and choose services from our range that they feel best suits their needs and their budget.
The instructions you take are then sent to head office via digital transfer. From here legal teams will prepare all documents for the client.
Responsibilities
* As a Will and Estate Planner your role is to help, guide and provide clients with solutions to their concerns. This often includes helping them choose the Right Will, Trusts and associated services that are best suited to their individual needs and situation.
* At the appointment, you will take customer’s instructions and offer professional guidance and solutions to demonstrate the most appropriate services best placed to meet the client’s needs. This will help the client decide and choose services from our range that they feel best suits their needs and their budget.
* The instructions you take are then sent to head office via digital transfer. From here legal teams will prepare all documents for the client.
Qualifications
* Professional, reliable and an excellent communicator
* Self-motivated, entrepreneurial and totally customer focused
* Committed to building your business with our support and guidance
* Respectful and at ease in dealing with all types of people, especially mature aged clients
* Comfortable with helping the client to come to a decision at the consultation
* Have your own transport and phone
* Own a computer / laptop and know how to use it
If you think you have the knowledge, experience and motivation to fulfil this very rewarding and generous role please feel free to apply now ! We would love to hear from you !
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