Estate Planning Consultant - Chichester, United Kingdom - Centurion EPG

Centurion EPG

Verified Company

Chichester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Estate Planner - Centurion EPG

Chichester, West Sussex

Starting from £20,000 (Uncapped Commission)

Closing Date - 30th June 2023

The Company

At Centurion EPG, we can help you arrange everything you need to make it easy for your family both in life and when you pass.

We can help you arrange Wills, Powers of Attorney, Estate Planning Trusts and more.

Centurion is well known for its reputation and all of our consultants offer a genuine desire to help our clients achieve their estate planning aims.

Your Role
As an In-House Estate Planner, you will be handling our active leads in-house.

You will give our clients a professional approach, offering an outstanding level of customer service, whilst treating all of our clients with the upmost confidentiality and trust.

You will be dealing with new customers and potentially contacting our clients who have received a quotation from our estate planners based around the UK.

This is an extremely rewarding role offering uncapped commission. You will receive comprehensive start-up training and support throughout the job role. So no previous Estate Planning experience is necessary.

Duties

Conducting qualified appointments with clients over the telephone, who have already enquired with the service and received a consultation from our Estate Planners.
Identifying the clients' requirements and wishes, providing them with the appropriate advice and suggested products.
Upselling products where possible and being proactive with marketing the company's products and services.
Adhere to Centurion EPG's compliance and sales process.
Taking full instructions including all info needed to complete the hand over to admin.

Experience

Experience in client focused direct sales
Experience with converting warm leads into active clients
Excelling targets
Previous experience in an Estate Planning role would be advantageous but not necessary as full training will be provided.
Selfmotivated and target driven
A positive attitude and friendly approach
Confident with communication, building client rapport and a great attention to detail
Present yourself professionally and providing excellent client care skills

What's in it for you?
As well as a competitive salary, your hard work will always be rewarded with us.

If you are looking for a relaxed office environment with high potential for growth, then this is definitely for you.

We believe in taking care of our employees, with the little things making a difference to our workplace. We offer free lunches on Fridays, bonus schemes and two annual company parties.

Company Benefits