Estate Planning Consultant: Flexible, High Earnings

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

Benefits offered by this job

High earnings OTE

Flexible schedule

Comprehensive training

Startup kit included

Asset protection focus

Job summary

CITRUS CONNECT LTD in the UK is seeking an Estate Planning Consultant to join a leading Will Writing and Estate Planning team. You will manage your own schedule, earn uncapped commissions, and build a growing, client-focused advisory practice.

With full training, a startup kit, and ongoing support, you can develop trusted relationships, upsell services, and help protect clients' assets while enjoying flexible hours and strong earning potential.

Qualifications

• 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.

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.

Skills

Consultative sales

Strong communication

Independent

Presentable

Car & licence

Out of comfort zone

Job description

CITRUS CONNECT LTD in the UK is seeking an Estate Planning Consultant to join a leading Will Writing and Estate Planning team. You will manage your own schedule, earn uncapped commissions, and build a growing, client-focused advisory practice.

With full training, a startup kit, and ongoing support, you can develop trusted relationships, upsell services, and help protect clients' assets while enjoying flexible hours and strong earning potential.