Estate Planning Consultant: Flexible, Self-Employed

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

Benefits offered by this job

Earn 50k–100k OTE

Flexible working hours

Training provided

Startup kit (tablet, sales kit)

Job summary

CITRUS CONNECT LTD in the United Kingdom is seeking an Estate Planning Consultant to guide clients through Will instructions and related services. You will work with flexible scheduling, earning potential through uncapped commissions in a self-employed arrangement.

The role offers comprehensive training, a startup kit (tablet, sales kit) and ongoing support, enabling you to grow a thriving practice while helping clients secure their assets and peace of mind.

Qualifications

• 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 driver’s licence.
• Ability to get out of your comfort zone.

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 selling

Communication skills

Entrepreneurial mindset

Self-motivated

Referral generation

Professional presentation

Car ownership

Tools

Training program

Job description

CITRUS CONNECT LTD in the United Kingdom is seeking an Estate Planning Consultant to guide clients through Will instructions and related services. You will work with flexible scheduling, earning potential through uncapped commissions in a self-employed arrangement.

The role offers comprehensive training, a startup kit (tablet, sales kit) and ongoing support, enabling you to grow a thriving practice while helping clients secure their assets and peace of mind.