Estate Planning Consultant

JR United Kingdom; North East; On-site; GBP 50,000 - 100,000; Full time

Job summary

A leading team in Will Writing and Estate Planning seeks an Estate Planning Consultant in Newcastle-upon-Tyne. This role offers flexible scheduling, significant earnings potential, and the opportunity to help secure people's assets. The ideal candidate has strong sales abilities, is independent, and is ready to make an impact in a high-demand field.

Benefits

Uncapped commission

Flexible working hours

Full sales and marketing training

Start-up kit with tablet and sales materials

Qualifications

• Access to a car and driver's license required.
• Ability to generate referrals.
• Willingness to step out of comfort zone.

Responsibilities

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

Skills

Consultative sales approach

Strong communication skills

Motivated and independent

Entrepreneurial spirit

Job description

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Estate Planning Consultant, Newcastle-upon-Tyne, Tyne and Wear

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Client:

CITRUS CONNECT LTD

Location:

Newcastle-upon-Tyne, Tyne and Wear, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

09.07.2025

Expiry Date:

23.08.2025

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Job Description:

Join the leading team 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 an Estate Planning Consultant, you will have freedom 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 Consultant Benefits):

• 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 Comprehensive Support: Start-up kit including a tablet, sales kit, and extensive support for 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 referrals.
• Presentable and ready to impress.
• Have access to a car and driver's license.
• Ability to get out of your comfort zone.

Key Responsibilities of an Estate Planning Consultant:

• 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.

Apply Now For An Immediate Interview!

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