Estate Planning Consultant

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

Job summary

Join a leading team in Estate Planning as an Estate Planning Consultant, enjoying flexibility and uncapped earning potential. With comprehensive training and support, you'll play a crucial role in helping clients secure their assets while achieving significant career growth in a high-demand industry.

Benefits

Flexible working hours

Full sales and marketing training

Start-up kit including tablet and sales kit

Qualifications

• Ability to generate referrals.
• Presentable and ready to impress.
• Access to a car and driver's licence.

Responsibilities

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

Skills

Strong communication skills

Consultative sales approach

Entrepreneurial spirit

Independent and motivated

Job description

Client:

CITRUS CONNECT LTD

Location:

london (uxbridge), United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Views:

2

Posted:

09.07.2025

Expiry Date:

23.08.2025

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.

Apply Now For An Immediate Interview!

JBRP1_UKTJ

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Created on 09/07/2025 by JR United Kingdom