Saracen House Swan Street Isleworth Middlesex TW7 6RJ 0208 568 9602

Estate Planning Consultant – Part-Time

We’re looking to recruit a part-time Estate Planning Consultant in the South of England.

 

You will be experienced in Estate Planning and a capable salesperson of Wills, LPA’s and Trusts, preferably with knowledge of inheritance tax issues and the care regulations, with the ability to develop a conversation to reveal the full range of needs to a client.

 

Sales and estate planning experience are essential.

 

Many of our clients now prefer video-call appointments and you should be familiar with conducting meetings over Zoom, WhatsApp and Facetime.

 

In addition, as lockdown eases, many of our existing 10,000 clients now want face-to-face meetings in their own homes to discuss their estate planning needs, while strictly adhering to social distancing guidelines.

 

Will Power is run on a friendly basis and appointments are made by the telesales staff. You will need your own car and be prepared to work some evening hours on a regular basis.

 

You can expect a commission on sales made, depending on the source.

 

We are members of the IPW and have nearly 30 years’ experience providing these services in the South of England.

 

To find out more please contact Liz Killip, Operations Director on liz@willpowergroup.com.