Estate Planning Consultant (Brighton)

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

Job summary

A leading estate planning firm in Brighton is looking for an Estate Planning Consultant. This role offers flexible hours and uncapped commission, with earnings ranging from £50k to £100k OTE. You will conduct will instructions and upsell services, all while making a real difference in securing people's assets. Ideal candidates will have strong communication skills, an entrepreneurial spirit, and be independent. An investment of £1,195 for training and support kit is required.

Benefits

Uncapped commission

Self-managed scheduling

Comprehensive training

Start-up kit provided

Qualifications

• Consultative sales approach and entrepreneurial spirit.
• Strong communication skills and passion for the industry.
• Independent and motivated with referral generation skills.
• Access to a car and driver’s license required.

Responsibilities

• Conduct online and face-to-face will instructions.
• Upsell services such as trusts and funeral plans.
• Generate leads with provided training and support.

Skills

Consultative sales approach

Strong communication skills

Entrepreneurial spirit

Motivated and adept at generating referrals

Ability to get out of your comfort zone

Job description

Location

BN1 2GR, Brighton, East Sussex, South East, UK

Opportunity

Join the leading team in Will Writing and Estate Planning services in the UK. 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 our services is unprecedented. 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.

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

Ideal Candidate

• Consultative sales approach and entrepreneurial spirit
• Strong communication skills and 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 licence
• Ability to get out of your comfort zone

Key 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

Apply now for an immediate interview!