Estate Planning Consultant

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

Job summary

A leading firm in Will Writing and Estate Planning is seeking an Estate Planning Consultant in the UK. This self-employed role offers flexibility, a chance to earn between £50k and £100k OTE, and full training support. Ideal candidates will have strong sales abilities, excellent communication skills, and an entrepreneurial spirit. This position provides the opportunity to make a meaningful impact while securing clients' assets and ensuring peace of mind.

Benefits

Uncapped commission

Self-managed schedule

Comprehensive training

Start-up kit

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.

Responsibilities

• Have freedom over your schedule in a self-employed role.
• Provide clients with Estate Planning services to secure their assets.
• Receive comprehensive training and support from the company.

Skills

Consultative sales approach

Strong communication skills

Entrepreneurial spirit

Independent and motivated

Strong interpersonal skills

Negotiation skills

Tools

Salesforce

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 £1,195 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.
• Self-starter with ability to work independently and as part of a collaborative environment.
• Strong interpersonal and negotiation skills.
• Experience using Salesforce or other CRM tools is a plus.