Later Life Planning Advisor - Paisley, United Kingdom - Low Cost Funeral Limited

Low Cost Funeral Limited

Verified Company

Paisley, United Kingdom

4 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Introduction to Memoria

Memoria estate planning is part of The Memoria Group of companies owned by Darwin Alternatives who are an independent UK based investment firm with total assets under advice of £1,039m.

The portfolio includes 18 crematoria, cemeteries and memorial parks, an online funeral service provider and bereavement services consulting business. Our mission is to provide exceptional standards of service, facility and products to the families who use our services.

Memoria estate planning provides products and services to people to assist with later life planning including Will's, Power of Attorney, Equity Release and whole of life insurance products.

We are currently looking for an expand our team with the introduction of a motivated and customer focused Estate Planner To grow this part of the company we are looking to expand our team with the introduction of a customer focused later Will writing administrator.

Job Summary

Key Responsibilities

Generate sales revenue in a professional and compliant manner,
Demonstrate excellent communication skills both written and verbal,
Manage and take ownership of your own diary for inbound and outbound leads,
Process all sales in a compliant manner via our CRM system,
Provide solutions to customers who have requested information on Estate planning services,
Be comfortable to work in a client facing role to nurture new clients and develop new business
Selfstarter, who is motivated to maximise their earnings.
Team player who can also work on their own initiative.
Reliable individual with excellent time management and time keeping skills.
Respects deadlines and targets,
Attention to detail and good focus on detail.

Experience Requirements
-
IT skills, Confident in the use of bespoke software packages

Education Qualifications
Highers English and Maths desirable and at Standard grade a minimum requirement.

Job Type - Full-time

Monday - Friday,

Salary:
£25k Basic

Commission opportunity

Free Car parking

Company Pension scheme

Generous holiday allowance

Staff incentives

Hybrid home working role with initial three-month period office based.

Job Types:
Full-time, Permanent

Salary:
From £25,000.00 per year

Benefits: