Estate Planning Consultant - Manchester, United Kingdom - Viribus Animo Recruitment LTD

Viribus Animo Recruitment LTD

Verified Company

Manchester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Estate Planning Consultant

Location:
Manchester City Centre

Job Type:
Full-time (40 hours)

Salary:
£25,000 Uncapped Commission. Average OTE £50,000+

Hours:

Monday to Thursday: 09:00 18:00
Friday: 10:00 14:00

Our client is on the hunt for highly experienced Estate Planners. You will be discussing the benefits of estate planning and legal service products which primarly are centred around Wills.

There isn't any cold calling aspect as you will be dealing with webleads and Hot-Keys generated from the internal Lead Generation team.

Key Responsibilities:

Handling Inbound/Outbound calls to discussing the benefits of estate planning specifically clients Wills
Draft and check legal documents
Work closely with customers to identify needs and take accurate instructions to meet their needs
Capture customers instructions using our inhouse software

- (required) Have a minimum 1-2 years of Estate Planning Experience

Computer literate with a thorough knowledge of Microsoft Office (Word/Excel/Outlook)
Excellent telephone handling skills
Excellent letterwriting skills
Excellent organisational and administration skills
Strong time management skills
Used to working to targets in a pressured environment
Ability to work well as an individual and as a member of a team
An excellent timekeeper with a flexible approach to meeting the needs of our customers

Salary:
From £25,000.00 per year

Benefits: