Estate Planning Consultant - Maidstone, United Kingdom - Centurion EPG

Centurion EPG
Centurion EPG
Verified Company
Maidstone, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

beBee Recruiter
Description

Estate Planner - Centurion EPG

Kent & East Sussex

Self Employed (OTE - £70,000 - £100,000
  • Uncapped Commission)


Closing Date - 31st May 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 Estate Planner you will be working closely with clients based in your allocated area.

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 receive high quality appointments and support by our administration team based in Chichester, West Sussex. You will have the luxury of being able to manage your own diary to suit your lifestyle. This is an extremely rewarding role offering uncapped commission. You will receive comprehensive start-up training and support throughout the job role.


Duties

  • Conducting qualified appointments face to face with clients who have already enquired with the service.
  • 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
  • You must have a full UK driving license

PLEASE NOTE

This is a self-employed position

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 company that matches your ambition 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 generous bonus schemes and two annual company parties.


Company Benefits

  • Work From Home (Remote)
  • Uncapped Commission
  • Incentive Schemes
  • Manage your own diary for your perfect work / life balance

Job Types:
Full-time, Freelance


Salary:
£30,000.00-£100,000.00 per year


Benefits:


  • Company events
  • Flexitime
  • Work from home

Schedule:

  • Flexitime
  • Monday to Friday

Supplemental pay types:

  • Bonus scheme
  • Commission pay

Experience:


  • Sales (required)
  • Estate Planning (preferred)

Work Location:
On the road

Flextime
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