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Estate Planning Consultant

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Social Value Portal Ltd

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Location:
United Kingdom , Wandle Park, Croydon

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Category:
Sales

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Contract Type:
Not provided

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Salary:

40000.00 - 70000.00 GBP / Year
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Job Description:

Join the leading team in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented. In this role as a Estate Planning Consultant, you will have freedom over your schedule, fantastic earnings, a career with growth potential in a high-demand industry and the chance to make a real impact.

Job Responsibility:

  • Conduct online and face-to-face Will instructions
  • Upsell services such as Trusts, Funeral Plans, and Document Storage
  • Generate leads with our full training and support system

Requirements:

  • Consultative sales approach and entrepreneurial spirit
  • Strong communication skills and a passion for the industry and sales
  • Independent, motivated, and adept at generating referrals
  • Presentable and ready to impress
  • Have access to a car and drivers licence
  • Ability to get out of your comfort zone
What we offer:
  • Earn Big: £50k – £100k OTE, self-employed with uncapped commission
  • Enjoy Flexibility: Self-managed scheduling and flexible working hours
  • Receive Top-Notch Training: Full sales, marketing, and product training provided
  • Get Comprehensive Support: Start-up kit including a tablet, sales kit, and extensive support for a one-off £1195 investment
  • Make a Difference: Help secure people's assets and provide peace of mind

Additional Information:

Job Posted:
April 23, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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