Legacy Architect: Self-Employed Will & Estate Planner

Citrus Connect Recruitment; Preston; On-site; GBP 50,000 - 100,000; Full time

Benefits offered by this job

Uncapped commissions

Flexible schedule

Comprehensive training

Self-employment opportunity

Job summary

Citrus Connect Recruitment is seeking a Will & Estate Planner for a self-employed, commission-only role in the UK. You will guide families through wills, trusts, and lasting powers of attorney, aligning legacy planning with clients' futures.

The position offers substantial earnings potential (£50,000-£100,000+ OTE), flexible scheduling, and robust training and support to help you succeed in a fast-growing sector.

Qualifications

• Experienced sales professionals with a consultative approach and a passion for helping others.
• Entrepreneurial individuals with a strong work ethic and the ability to self-manage.
• Excellent communicators who can build rapport and explain complex information clearly.
• Individuals with a professional demeanour who can make a positive and lasting impression.

Responsibilities

• Engaging online and face-to-face consultations are conducted to understand clients' needs and provide expert advice.
• Draft wills and other essential estate planning documents with accuracy and attention to detail.
• Promote and upsell valuable services like Lasting Powers of Attorney, Trusts, Funeral Plans, and Document Storage.
• Leverage your training and resources to generate leads, build relationships, and close sales effectively.

Skills

Experienced sales

Entrepreneurial mindset

Excellent communication

Professional demeanor

Job description

Citrus Connect Recruitment is seeking a Will & Estate Planner for a self-employed, commission-only role in the UK. You will guide families through wills, trusts, and lasting powers of attorney, aligning legacy planning with clients' futures.

The position offers substantial earnings potential (£50,000-£100,000+ OTE), flexible scheduling, and robust training and support to help you succeed in a fast-growing sector.