Estate Planning Consultant

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

Benefits offered by this job

Flexible working hours

Uncapped commission

Comprehensive training

Startup kit provided

Self-employed

Job summary

CITRUS CONNECT LTD in the United Kingdom is seeking an Estate Planning Consultant to guide clients through Will instructions and related protections. You will work with a consultative sales approach, using your independence and drive to build a robust client base.

This self-employed role offers flexible hours and uncapped commission with an OTE of £50k–£100k, plus comprehensive training and a startup kit to get you started.

Qualifications

• Consultative sales approach
• Entrepreneurial spirit
• Strong communication skills
• Independent and self-motivated
• Ability to generate referrals

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.

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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