Wills and Trusts Advisor
Wills and Trusts Advisor (Protection and Estate Planning) Salary: £30,000 Basic £45,000 to £50,000+ OTE Are you passionate about protecting families and providing genuine peace of mind? We''re looking for an ambitious Wills and Trusts Advisor (Protection and Estate Planning) to join a growing and successful financial services business. In this role, you''ll help clients protect what matters most by advising on a range of protection products alongside wills and trusts. This is an excellent opportunity for someone who enjoys consultative sales, building rapport with clients and earning an attractive uncapped commission. Wills and Trusts Advisor (Protection and Estate Planning) - What you''ll be doing: Advising clients on: Life Insurance Critical Illness Cover Income Protection Family Income Benefit Wills Trusts Conducting fact-finds and recommending suitable protection solutions. Working warm leads provided by the business. Proactively contacting prospective clients to generate additional opportunities. Building long-term client relationships through excellent service. Maintaining accurate records and ensuring all business is conducted compliantly. What we''re looking for: We''re looking for a Wills and Trusts Advisor (Protection and Estate Planning) who has at least one of the following: CeMAP 1 qualification, or Previous Protection Insurance sales experience, or Previous Wills and Trusts sales experience. You''ll also ideally have: Excellent communication and ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!