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Estate planner

Castra Financial
Planner
Posted: 21h ago
Offer description

Job Overview

Our Estate Planning Consultants are the face of the company, visiting clients in our local offices, or their homes, providing advice on Wills, Power of Attorney's and Trusts, among other legal and financial products and services. - Full training provided .

Duties

This position allows you to be part of a growing business in South Wales to build a great company looking to put clients are the heart of everything that we do.

Key Requirements

* Confident personality and articulate
* Competent in terms of using technology
* Ability to deliver exemplary levels of customer service.
* Strong problem solving skills.
* Hunger to learn
* Focused, self-motivate.
* Professional, presentable, and excellent communication skills.
* Great Technical ability
* Clean UK Driving Licence

Experience

* MUST have previous sales Experience - preferably in a face-to-face role.
* Ideally come from an Estate Planning, or comparable background.
* Target driven.

Excellent Benefits You Will Receive

* Excellent working conditions
* Qualified Appointments
* On-going in-house training
* Competitive remuneration package
* Basic Salary
* Uncapped Monthly Bonus Scheme
* Career Advancement Opportunities
* Working hours Monday – Friday (occasional Saturday where business requires)

Compensation:

· Salary: £30,000-£40,000.00 base

· OTE: £60,000-£100,000+

Schedule:

* Monday to Friday

Experience:

* Sales: Minimum 1 year Field Sales (Required)
* Minimum of Step Qualification first Exam ( Preferred)

Mobility:

* Willingness & Flexibility to travel within designated territory.
* Own Car and Full, Clean Driving Licence Required

Job Types: Full-time, Permanent

Pay: £60,000.00-£100,000.00 per year

Additional pay:

* Bonus scheme
* Commission pay
* Performance bonus

Benefits:

* Company events

Experience:

* Estate planning: 1 year (preferred)
* Direct sales: 2 years (required)
* Work Location: On the road and Office based in Cwmbran South Wales

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