Self Employed Will Advisor

United Kingdom
11 Apr 2018
09 May 2018
Contract Type
Full Time
Role - Self Employed Will Advisor

Location - Nationwide

Salary - OTE GBP50k

My client is seeking committed, positive, motivated and self-analytical individuals to join their elite Will Adviser Network in England and Wales. This is a great opportunity to work from home with the backing of a growing company.

If you see yourself as an ethical people-person, keen to kick start a full time career on a self employed basis with an innovative, dynamic and progressive company with rewards that mirror your hard work and efforts, then this is the right opportunity for you.

If you already have experience in providing advice and solutions to customers, great; if you don't no problem. Either way, they will support you with full training throughout your career with them.

The Role

My client offers customers the third option to traditional routes of either acting alone or consulting a bank or solicitor for Wills, Probate, Trusts and Inheritance Tax.

As a Will adviser your role is to present our services, whilst at the same time giving advice, support and guidance to customers in their homes.

At the appointment, you take customers' Will instructions, offer your professional advice and highlight the services we provide, demonstrating how they meet their personal needs.

The customer decides which services they require , be it just a Will through to our range of associated legal services.

All instructions are sent to head office via digital equipment. From here our in-house teams will deal with any further information requested by the customer to continue the excellent level of service initiated by you.


Potential commission up to GBP320 potential per case (not including LPA and Funeral plan sales)
Field Adviser Commissions and Bonus Structure
All commissions paid up-front regardless of how the customer pays
All claw-backs pro rata up to 12 months
All self-generated business will earn an additional commission as an incentive for you to generate extra leads for yourself but this additional commission will not be included in the bonus structure
Flexible working - manage your own diary
Marketing support available to all Will Advisers. Up to 40 Qualified leads will be provided on a weekly basis.
The average lead conversions are around 1 in 5 to appointment completed, so from 40 leads you should complete around 8 appointments per week
Full admin support from the Adviser Support Team, including provision of digital equipment (IPAD) and stationery
Marketing support to assist with the self-generation of leads
Business development support to assist with networking and building profitable relationships
Full legal support from their team of legal experts
Training and development
Initial 3-day training course
Continuing probationary training
Quarterly training workshops
On-going training and support
Career development
Continuing professional development
OTE earning of 50k+. Minimal start up fees to total GBP1,500 which includes a deposit for the IPAD which is supplied
Required skills

Appointment Business Development Commission Rewards Sales

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