Job 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, Trusts, and 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, building a company that prioritizes clients at the heart of everything we do.
Key Requirements
* Confident and articulate personality
* Competent in using technology
* Ability to deliver high levels of customer service
* Strong problem-solving skills
* Hunger to learn
* Focused and self-motivated
* Professional, presentable, with excellent communication skills
* Strong technical ability
* Clean UK Driving Licence
Experience
* Previous sales experience, preferably face-to-face
* Background in Estate Planning or a similar field is preferred
* Target-driven mindset
Benefits
* Excellent working conditions
* Qualified appointments
* Ongoing in-house training
* Competitive remuneration package including basic salary, uncapped monthly bonus scheme, and performance bonuses
* Career advancement opportunities
* Working hours Monday – Friday, with occasional Saturdays as needed
Compensation
Salary: £30,000-£40,000 base
OTE: £60,000-£100,000+
Schedule
* Monday to Friday
Experience
* Minimum 1 year of field sales experience required
* Must have passed the first step qualification exam
Mobility
* Willingness and flexibility to travel within the designated territory
* Own car and full, clean driving licence required
Job Types
* Full-time, Permanent
Additional Pay
* Bonus scheme
* Commission pay
* Performance bonus
Location
* On the road and office-based in Cwmbran, South Wales
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