Estate Planning Consultant

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

Benefits offered by this job

High earnings OTE

Flexible schedule

Comprehensive training

Startup kit included

Asset protection focus

Job summary

CITRUS CONNECT LTD in the UK is seeking an Estate Planning Consultant to join a leading Will Writing and Estate Planning team. You will manage your own schedule, earn uncapped commissions, and build a growing, client-focused advisory practice.

With full training, a startup kit, and ongoing support, you can develop trusted relationships, upsell services, and help protect clients' assets while enjoying flexible hours and strong earning potential.

Qualifications

• Consultative sales approach and entrepreneurial spirit.
• Strong communication skills and passion for the industry and sales.
• Independent, motivated and adept at generating referrals.
• Presentable and ready to impress.

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 sales

Strong communication

Independent

Presentable

Car & licence

Out of comfort zone

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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