Estate Planning Consultant

CITRUS CONNECT LTD; Eastbourne; On-site; GBP 50,000 - 100,000; Full time

Benefits offered by this job

Earn 50k–100k OTE

Flexible working hours

Training provided

Startup kit (tablet, sales kit)

Job summary

CITRUS CONNECT LTD in the United Kingdom is seeking an Estate Planning Consultant to guide clients through Will instructions and related services. You will work with flexible scheduling, earning potential through uncapped commissions in a self-employed arrangement.

The role offers comprehensive training, a startup kit (tablet, sales kit) and ongoing support, enabling you to grow a thriving practice while helping clients secure their assets and peace of mind.

Qualifications

• Consultative sales approach and entrepreneurial spirit.
• Strong communication skills and a passion for the industry and sales.
• Independent, motivated, and adept at generating referrals.
• Presentable and ready to impress.
• Have access to a car and driver’s licence.
• Ability to get out of your comfort zone.

Responsibilities

• Conduct online and face-to-face Will instructions.
• Upsell services such as Trusts, Funeral Plans, and Document Storage.
• Generate leads with our full training and support system.

Skills

Consultative selling

Communication skills

Entrepreneurial mindset

Self-motivated

Referral generation

Professional presentation

Car ownership

Tools

Training program

Job description

Join theleadingteam in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented.

The Opportunity:

In this role as a Estate Planning Consultant, you will havefreedom over your schedule, fantastic earnings, a career with growth potential in a high-demand industry and the chance to make a real impact.

We Offer (Estate Planning ConsultantBenefits):

• Earn Big: £50k £100k OTE, self-employed with uncapped commission.
• Enjoy Flexibility: Self-managed scheduling and flexible working hours.
• Receive Top-Notch Training: Full sales, marketing, and product training provided.
• Get ComprehensiveSupport: Start-up kit including a tablet, sales kit, and extensivesupportfor a one-off £1195 investment.
• Make a Difference: Help secure people's assets and provide peace of mind.

Are You the IdealEstate Planning Consultant?

• Consultative sales approach and entrepreneurial spirit.
• Strong communication skills and a passion for the industry and sales.
• Independent, motivated, and adept at generating referrals.
• Presentable and ready to impress.
• Have access to a car and drivers licence.
• Ability to get out of your comfort zone

KeyResponsibilities of an Estate Planning Consultant:

• Conduct online and face-to-face Will instructions.
• Upsell services such asTrusts, Funeral Plans, and Document Storage.
• Generateleadswith our full training andsupportsystem.

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