Estate Planning Sales Consultant


£40,000 - £60,000 a year

Contract - Temporarily remote

Newlife Wills are Will Writing and Estate Planning Experts covering the whole of the UK. Due to our customers’ demands we are expanding our estate planning consultant team.

As an estate planning consultant you will possess qualities such as fantastic customer service, sales ability, empathy, honest passion to seek the best advice and care for our customers.

You'll be extremely well rewarded for helpings our customers and have ongoing support and training. We are looking for highly motivated individuals with a strong client focus to join our team as Estate Planning Consultants.

Our Customer Service Team will book qualified booked appointments for you, where you will be either visiting customers in their homes, discussing over the phone or in some cases over zoom.

(The booked appointments are qualified to meet our extremely high standards)

Estate Planning Consultant Responsibilities:

  • The individual should be driven by a natural and honest passion to seek the best advice for our customers, this will be achieved with continual training and support.

  • Complete our comprehensive instruction forms identifying the needs of the customers

  • Discuss the best and most appropriate solution for the customers needs

  • Be able to sell with empathy and care

  • Must have experience of face-face selling

  • Convert enquiries from our customer service lead generation team

  • Ability to self-generate leads

  • Must have a windows computer/laptop

  • It is important you have a warm personality and professional attitude with a genuine drive to help customers

You will Possess:

  • The ability to deal calmly and professionally with challenging situations

  • Have a keen eye for detail, be a great listener and be passionate about the legal industry

  • Must be highly organized

  • Must have a track record in sales and lead conversion

  • Must be able to act with credibility and integrity

  • Have a proven ability to work under pressure and deliver challenging sales targets

  • Have proven consultative telephone or face-to-face sales experience

  • Be confident and have the motivation to develop knowledge and expertise in the legal Industry

  • Be able to build rapport with a wide range of customers

  • Give clear advice, be understanding, patient and trustworthy

We will provide you with in-house training, and continuing support with cases, technical expertise and ongoing training and support.


  • Driving License and access to your own vehicle (essential)


  • Commercial experience working in sales (highly desirable)

  • Experience within the legal field

  • A-Levels/University Degree

  • Evidence of problem solving and solution planning

  • Knowledge of and experience in selling Estate Planning products is desirable but not essential.

In return you will benefit from working for a growing company in a role offering a competitive OTE and the opportunity to grow and develop in your career.

*this is a self-employed commission based opportunity*

Job Types: Full-time, Part-time, Commission, Permanent

Salary: £40,000.00-£60,000.00 per year

Additional pay:

  • Commission pay


  • Flexible schedule

  • Work from home


  • Driving License (preferred)

Work remotely:

  • Yes

To apply, please send your CV & Covering Letter to