Estate Planning Consultant

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

Job summary

Join a leading team in the UK specializing in Will Writing and Estate Planning as an Estate Planning Consultant. Enjoy the flexibility of self-managed scheduling along with a high-earning potential due to uncapped commission. This role allows you to make a significant impact in helping clients secure their assets while offering comprehensive support and training.

Benefits

Flexible working hours

Full training provided

Start-up kit including tablet and sales kit

Comprehensive support

Qualifications

• Strong communication skills and passion for sales.
• Consultative sales approach and entrepreneurial spirit.
• Access to a car and driver's license.

Responsibilities

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

Skills

Strong communication skills

Consultative sales approach

Entrepreneurial spirit

Ability to generate referrals

Independence and motivation

Job description

Social network you want to login/join with:

Estate Planning Consultant, Watford, Hertfordshire

Client:

CITRUS CONNECT LTD

Location:

Watford, Hertfordshire, 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 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 a 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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