Estate Planning Consultant - Chester, United Kingdom - Centurion EPG

Centurion EPG

Verified Company

Chester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job description

Multiple Streams of Income Potential
Excellent Company incentives throughout the year
Prebooked appointments and inhouse diary management
Comprehensive training and ongoing career support and mentoring

Your role will be to advise clients during pre-booked and self generated face-to-face appointments.

Conducting comprehensive assessments to determine their current situation and goals, identifying clients needs and matching them to our appropriate services, including Wills, Trusts and Lasting Powers of Attorney.

We also offer full Estate Administration and Probate solutions.

You will be supported by a national advertising campaign and provided with warm appointments pre-booked for you around your diary via our Appointment Setters.

Self Gen appointments are encouraged and offer better control of your diary and higher commission.

Requirements:

Direct sales in a B2C client facing role desirable or experience within the Financial Services or Legal Services industries.
Full product training will be provided.
Experience in a facetoface clientfacing role is essential.
Attendance at training sessions is a requirement.
Ongoing training and mentorship available.
Good work ethics and selfmotivated.
Good communication skills.
Your own car, mobile, laptop and full UK Driving License.