Wills & Estate Planning Sales Consultants Appointments Provided

Will & Estate Planning Sales Consultant

Locations Available: Bath/Bristol • Cheltenham • Essex • Milton Keynes • Harrogate
(Appointments typically within an hour’s drive of home)

Self-Employed | Uncapped Commission | Annual Full-Time Target £250,000

Are you an experienced consumer sales professional seeking a high-earning, flexible role with purpose? Join our fast-growing estate planning business and help clients protect what matters most.

Why This Role Stands Out

High-Quality Leads: Enjoy a steady flow of pre-booked appointments from our popular estate planning seminars.

Peak Seasonality: Our industry is busiest in the darker months — ideal for those who enjoy a long summer break.

Flexible Schedule: Manage your diary and workload with full autonomy, supported by a highly organised back-office team.

Uncapped Earning Potential: With average order values around £3,000 and no ceiling on commission, your effort directly drives your income.

About Us

We are a respected and rapidly expanding business with a customer-first mindset. Our reputation for clarity, care, and results has created strong demand for our services, and we’re growing our consultant network to meet it.

The Role

As a Will & Estate Planning Consultant, you will:

Engage with Clients: Conduct appointments at clients’ homes, hotels, or via phone and video.

Educate and Advise: Explain wills, lasting powers of attorney, trusts, and related services in plain English.

Convert Warm Leads: Meet prospective clients who have already attended one of our two-hour seminars and received full brochures and price lists.

Collaborate: Work closely with our internal teams to ensure a smooth and professional client experience.

Maintain Standards: Use standardised instruction forms and record all meetings for compliance and quality assurance.

What We’re Looking For

Proven Sales Experience: A strong background in consumer sales within a similar field.

Ethical, Consultative Approach: No pressure selling — our services sell themselves through trust and education.

Communication Skills: The ability to explain complex topics simply and with empathy.

Professional Drive: Confidence, integrity, and a natural flair for engaging clients.

Desirable: Previous experience in wills and estate planning (training provided for the right candidates).

Requirements: Full UK driving licence and access to a modern, reliable vehicle.

What You’ll Gain

Dynamic Team Environment: Be part of a supportive, experienced, and forward-thinking organisation.

Pre-Arranged Appointments: Focus on delivering value — we handle the lead generation.

Warm, Pre-Conditioned Prospects: Meet clients already informed and interested in your services.

Career Progression: Ongoing support and development opportunities as part of a growing national network.

Ready to Take the Next Step?

If you have the drive, empathy, and professionalism to help clients plan for their futures — and the sales expertise to succeed — we’d love to hear from you.