Company Description Honey Legal focuses on helping people protect their loved ones and their assets through estate planning and wealth management services. The company simplifies complex legal processes so customers can plan for the future with confidence and peace of mind. Honey Legal maintains a down-to-earth approach, aiming to remove worry and make legal protections accessible and understandable. With over 100 head office team members and a national network of more than 200 Consultants, the company has supported over 73,000 families and safeguarded more than £21bn in assets. This scale offers consultants a strong brand, established processes, and a broad client base to work with.
Role Description The Freelance Field Sales Consultant is a full-time, on-site role based in Cumbria.
The consultant will meet prospective clients in person, explain Honey Legal's services, and provide clear guidance on estate planning and asset protection solutions. Day-to-day tasks include generating leads through local networking and referrals, conducting consultations at clients' homes or agreed locations, and presenting tailored service packages to meet individual needs. The role also involves managing the sales process from initial contact to agreement, maintaining accurate records of client interactions, and coordinating with head office teams to ensure smooth onboarding and ongoing customer service. The consultant is expected to build long-term relationships in the community, represent the brand professionally, and consistently work toward agreed sales targets.
Qualifications
- Strong Communication skills, including the ability to explain complex information clearly and build rapport with diverse clients.
- Proven Customer Service experience, with a focus on empathy, confidentiality, and trust-building in client-facing roles.
- Demonstrated Sales skills, including consultative selling, closing deals, and working toward performance targets.
- Experience in Lead Generation and Sales Operations, such as prospecting, pipeline management, and accurate record-keeping.
- Ability to work independently in the field, manage a flexible schedule, and travel locally within the Cumbria area.
- Familiarity with estate planning, financial services, or legal services is beneficial but not essential; willingness to learn is key.
- A full training package will be provided before starting the role
- Comfort with basic digital tools for managing appointments, documentation, and communication.
- Relevant background in sales, consulting, or client advisory roles; professional qualifications in finance, law, or related areas are an advantage.
