Will Specialist (Self Employed, Doncaster)

Location
Doncaster
Salary
£10000 - £40000 Per Annum Average salary
Posted
24 Nov 2016
Closes
22 Dec 2016
Ref
#!#JP-131197#!#
Contact
SLS Recruitment
Contract Type
Permanent
Hours
Full Time

The Wills Specialist is our client's representative to prospective and existing customers, requiring a professional and courteous image at all times with the aim of making customers feel important and valued.

A hardworking, proactive, confident and target driven individual, You will be required to promptly contact ‘warm' leads to discuss Wills and Lasting Power of Attorney's (LPAs). You will be working in a fast paced, customer focused target driven sales environment.

Some of the key skills and knowledge required will be:

  • Able to demonstrate previous experience in relevant roles related to B2C targeted environment in a sales or client contact related role within the field of regulated financial advice around estate planning
  • Evidence of sustained sales related success and compliant practice
  • Have knowledge of Microsoft Office (Outlook, Word and Excel)
  • Have previous experience using Customer Relationship Management systems (CRM)
  • Have the ability to communicate in a professional manner with a diverse client group
  • Be passionate about Financial Services Industry


Some of the key tasks will be:

  • Responding to all leads generated and achieve required conversion rates; closing sales at the earliest opportunity
  • Listening to customer requirements and presenting appropriately to make a sale
  • Developing relationships via telephones calls and email communication methods
  • Speaking to pre-qualified customers and carefully explaining options around Wills and LPAs
  • Where relevant negotiating fees on Wills & LPAs
  • Completing Will & LPA documentation and processing with their Will partners
  • Communicating with internal departments and ensuring Wills & LPA process is efficient


This position represents an opportunity to work for a growing entrepreneurial business in a Self Employed role, reporting to the IFA with the ability to work well within a team. You will be required to be flexible with working hours between Monday to Saturday -09.00 – 20.00.

Commissions range from 10-40k.

Apply for Will Specialist (Self Employed, Doncaster)

Already uploaded your CV? Sign in to apply instantly

All answers are required

Apply

Upload from your computer

Or import from cloud storage

Your CV must be a .doc, .pdf, .docx, .rtf, and no bigger than 1MB


4000 characters left


By applying for a job listed on Fish4.co.uk you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.