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Wills & Estate Consultant

Job Title: Wills & Estate Planning Consultant
Basic Salary: £20,000 per annum
Realistic Earning Opportunity: In the region of £30,000 OTE
Hours: Flexible up to 45 per week Monday- Friday between 09:15am and 19:30pm
Location: Branksome, Poole.

Protect Line are a fast-moving Life insurance brokerage with a difference. Winning ‘Protection Firm of the Year’ twice in the last 7 years means we’re extremely passionate about remaining sustainable yet innovative and dynamic. We are trusted by some of the UK’s leading providers to tailor protection policies to suit consumer needs on a non-advised basis.

2017 will see the launch of a new team that will be offering a service of taking out a solicitor checked Will. Utilising existing customers as well as building on new enquiries, this role will guide customers through this in-depth process to ensure peace of mind that their estate is protected and wishes granted.

We are therefore looking to recruit passionate, self-starters to launch this new team which will compliment our business success within the life insurance industry.

Key Responsibilities:

  • Develop existing customer relationships through offering the option of taking out a solicitor checked will to further protect their estate
  • Respond to new enquiries identified by the Sales Account Managers once a life insurance policy has been sold
  • Manage your own customer base and appointments
  • Gather accurate information from the customer on their intentions for their assets and capture on our internal CRM system
  • Overcome customer concerns and use listening and influencing skills to help the customer understand the benefits of this product
  • Demonstrate a consultative and clear process for the customer
  • Achieve personal targets
  • Visualise and demonstrate our company ethos of putting the customer first abiding by KPIs and FCA regulations.

Key Requirements:

  • Will or Estate management experience is not essential but desirable
  • This role will require you to be qualified by the Institute of Professional Will writers which involves off site training
  • A consultative approach to selling
  • Professional and efficient
  • Ability to empathise and relate with a variety of customer demographics
  • Capacity to learn in a fast paced, financially regulated environment
  • Motivated to look for, find and capitalise on under utilised opportunities
  • A strong desire to exceed targets and a proven track record in delivering against these
  • Resilient, positive and professional attitude
  • Articulate, organised and customer focused
  • Work confidently on our bespoke CRM system and Microsoft office packages

About You:

Our people are our most valuable asset and that starts with you, we believe in investing in everyone we employ, this is achieved through an encouraging, candid and unique relationship.

We’re passionate about helping you to achieve your goals, whether that is internal progression, saving for a mortgage or simply buying that one thing you’ve always wanted. We will provide you with the tools and invest in your development to help you realise your potential. We are looking for self-starters searching for more than "just a job”, eager to invest in themselves and develop professionally.

What We Offer:

This unique position not only provides a competitive salary, you can expect:

Protect Line A list card providing you with hundreds of discounts at local restaurants, bars, clubs, salons plus much, much more.
Innovative incentives
No weekend working, Christmas and birthdays off plus a holiday allowance
Free local parking
Employee life insurance
Company Pension Scheme
Childcare vouchers
Refer a friend scheme


If you would like to be considered for this role please apply now.

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