Estate Planning Consultant

CITRUS CONNECT LTD; Luton; Hybrid; GBP 50,000 - 100,000; Full time

Job summary

A leading estate planning firm in the UK is searching for an Estate Planning Consultant. This role offers significant earning potential, with pay ranging from £50k to £100k on target earnings. You will enjoy flexibility and independence, and receive extensive training to enhance your sales and marketing skills. Ideal candidates are independent, motivated, with strong communication skills and an entrepreneurial spirit. Join us in making a difference by helping secure people's assets.

Benefits

Uncapped commission

Self-managed scheduling

Full training provided

Start-up kit included

Qualifications

• Independent and motivated with the ability to generate referrals.
• Passion for the estate planning and financial services industry.

Responsibilities

• Manage your schedule and work flexibly to meet client needs.
• Provide expert advice and secure clients' assets.
• Participate in comprehensive sales and marketing training.

Skills

Consultative sales approach

Strong communication skills

Entrepreneurial spirit

Job description

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 Ideal Estate 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 ref...