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Estate planning consultant

Guildford
Thomas Bradley & Co
Planning consultant
Posted: 12 August
Offer description

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CMgr FCMI - Legal & Financial Services Strategic Leadership.

Job Description

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

This position, covering the West/South London Area, allows you to be your own boss while still having the security of a national firm behind you as well as a guaranteed income each month.

Key Requirements

•Achieve agreed sales targets.

•Develop new sales contacts and opportunities.

•Maintain the very best level of customer satisfaction to achieve customer loyalty.

Skills You Will Require

•Confident personality and articulate

•Ability to deliver exemplary levels of customer service.

•Strong problem solving skills.

•Hunger to learn new industry.

•Professional, presentable, and excellent communication skills.

•Competent in terms of using technology.

Your Required Experience

•MUST have previous sales Experience - preferably in a face to face role.

•Ideally come from an Estate Planning, or comparable background.

Job Types

Full Time Self-Employed

Excellent Benefits You Will Receive

•Excellent working conditions

•On-going in house training

•Basic Salary

•Uncapped Monthly Bonus Scheme

•Career Advancement Opportunities

•Working hours Monday – Friday, with rotational Saturdays

Compensation:

•Fuel Card Provided

Schedule:

•Monday to Friday, with rotational Saturdays

Experience:

•Sales: Minimum 1 year Field Sales (Required)

Mobility:

•Willingness & Flexibility to travel within designated territory.

•Own Car and Full, Clean Driving Licence Required


Seniority level

* Seniority level

Entry level


Employment type

* Employment type

Full-time


Job function

* Job function

Other
* Industries

Legal Services

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Staines-Upon-Thames, England, United Kingdom 3 days ago

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