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Social Value Portal Ltd Logo Social Value Portal Ltd · Sales

Estate Planning Consultant

United Kingdom, Wandle Park, Croydon 40000.00 - 70000.00 GBP / Year · Job Posted April 23, 2026
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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
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