Self Employed Estate Planning Consultants with an Attractive OTE
Nationwide Opportunities
Attractive OTE
Main tasks and duties
As a skilled Estate Planning Consultant the role will involve developing your own localised sales and marketing plan to generate your own leads, and taking Will instructions from face-to-face meetings and home visits, and/or video consultations. Drafting a Will is a specialist activity and LCS have built their service around helping clients understand the range of options available and constructing a bespoke product and service that meets our clients objectives.
You will deliver services to clients in your local area and provide advice to clients on:
Estate Planning Wills
Document Storage
Lasting Power of Attorney
Advance Directives
Trusts
Probate and Trustee Services
Land Transactions
Business Services
Skills Knowledge and Experience Required
Desire and determination to have your own business within the structure and security of the LCS Group:
Strong communication skills both written and verbal
Excellent time management skills
Ability to use own initiative
Excellent client care skills
Ability to deal with matters confidentially
Full UK driving licence and own transport
You Do Not need to have any special qualifications as full comprehensive training will be provided, although previous experience would be an advantage.
With ambitious expansion plans, we're looking for top sales specialists to manage and develop their own areas. This is a high-end, self-employed position with genuine earning potential from £50,000 to over £100,000 per year from commissionable sales if you follow our plan. No previous estate planning knowledge is required; full training is provided. You need access to a car and phone.
Next Steps
After a 5-day training course at our Dawlish Head Office, you'll work appointments in your area, visiting clients at home, offering video consultations, providing professional advice, taking will instructions, and selli