Become an Estate Planning Consultant
Looking for a new business opportunity on your own terms?
Are you looking for a new opportunity to establish your own business?
We are seeking individuals who are ambitious self-starters who want to build an Estate Planning business for the long-term.
Estate Planning is a growth sector with clients becoming increasingly aware of their need for a Will or Lasting Power of Attorney, but they are unsure who they can go to for the right kind of support and advice. Clients need access to professional individuals who can help give them a solution, and all our Estate Planning Consultants have the opportunity to control their own territory within which to build a client base.
BTWC have been in the sector for 20 years and have seen many changes, dealt with thousands of clients and understand fully the type of support a business requires to gain clients and grow. To make sure all our consultants are fully confident and equipped to launch their own business we provide comprehensive training delivered by our experienced in-house training team, and this is approved by the Institute of Professional Will Writers via their IPW Associates course which is included within your registration fee.
Your initial and ongoing income earning potential by becoming a BTWC Estate Planning Consultant is limited only by the effort you put in and whilst experience within the financial or legal services sector would be advantageous, good interpersonal skills and the ability to network will generate a solid client base. Estate Planning Consultants should be confident enough to seek their own referrals based on providing a quality service to customers, fully supported all the way by BTWC Ltd.
As an established and trusted brand, BTWC will support you with their proven business model, plus you will have access to a range of support materials and guide for products, business development and marketing.
The benefits of joining with BTWC are outlined below and check out our video which gives you a bit more insight into the opportunity. You can sign-up straightway by clicking below or call us on 01522 500823 to find out if it's the right opportunity for you.
Products that will be available for your portfolio include:
- Simple & Complex Wills
- Lasting Powers of Attorney
- Specialist Will Trusts such as Protective Trusts for a property
- Asset Protection Trusts
- Estate Administration & Probate Services
- Guaranteed Funeral Planning
- Advice for Business Owners
- Co-habitee planning
- Annual Document Safe Custody
What you get when you become a BTWC Estate Planning Consultant:
- 2 days comprehensive start up training
- IPW Associate entrance exam and membership (worth £235)
- Ongoing professional development via workshops, member events & emails
- Ongoing technical support
- Marketing materials
- Access to bespoke marketing support
- Direct access to a member of the BTWC team
- Product guides and business tools
- Qualified referrals (to support your own)
- DBS clearance fee included
- PI Insurance up to £2m per document
- Exclusive territories are available subject to agreed minimum based targets being met
- Unlimited earnings from developing your own business under the BTWC corporate identity
- Use of a trusted and established brand