0121 2887711 satsriakal@sikhwills.com
0121 2887711satsriakal@sikhwills.com

One Team. One Dream...

ESTATE PLANNING CONSULTANT

Nationwide

 

We are expanding our network of consultants! Do you want flexible time use, an excellent return on the time spent on the business?  If so, you will benefit from being in the well remunerated legal and recession proof sector.

 

Did you know?

  • Over 28 million of the UK adult population are currently without a Will
  • Yet one in ten UK adults without a Will believe their estate will go to the right people automatically
  • Nearly a third of over 55s do not have a Will in place, while 64% of those aged 35 to 54 have not yet written a Will
  • 42% of UK adults have not thought about the impact of inheritance tax on the estate they wish to leave behind when they pass away

(www.unbiased.co.uk)

 

We are interested in talking to individuals who are motivated and able to work in a face to face customer sales business. You will be intellectually and emotionally stimulated by the content of the highly valued services delivered to private clients and to professional introducers. Experience of Will writing is not essential as training and mentoring is provided, as is marketing material and bespoke support to your needs.

 

Responsibilities

  • As a self-employed PART or FULL TIME Estate Planning Consultant you will take Will, Trusts, Lasting Power of Attorney and Funeral Plans instructions from clients in the comfort and privacy of their home
  • Advise clients on the range of specific estate planning products and services to suit their individual needs
  • Communicate effectively at all levels ensuring excellent working relationships are developed and maintained
  • Outbound calls to clients who have expressed an interest in the service and answering inbound calls from a variety of lead channels and assessing client needs before converting to sale
  • You will need to have the ability to work from home, but must be willing to travel to appointments, and have access to a motor vehicle, laptop and a phone

 

Essential

  • You must be personable, self-motivated with a strong drive to succeed
  • Good communication skills
  • Fluent in Punjabi language is an advantage
  • You will need to be able to respect client confidentiality
  • Ability to work on own initiative and gain referrals
  • Ability to build good working relationships along with good people skills
  • Qualified to A level or equivalent
  • This position may suit people with experience in Mortgage Advice, Financial Services, Legal or people that have been in an advice giving environment
  • Full clean UK driving licence and own transport, mobile phone and access to the internet
  • A good understanding of the legalities with regards to Wills and Trusts an advantage

 

 

Think you can do the job? Then please send an up to date CV and cover letter to satsriakal@sikhwills.com

Register now to see how you can get your Will for FREE!

             Contact us                                today!         

Call us for a FREE home visit at a time that suits you.

 

01926 803808

satsriakal@sikhwills.com

 

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