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

Job Type:

Self-Employed

Secure Futures and Build Your Own as a Will & Estate Planner!

Are you a driven person with a passion for helping others? Do you thrive in a role that allows you to make a real difference in people's lives? As a Will & Estate Planner, you'll guide families through the crucial process of securing their legacy and protecting their assets for generations to come.

What You'll Get as a Will & Estate Planner:

• Exceptional Earning Potential: £50,000 - £100,000+ On Target Earnings with uncapped commissions.
• Be Your Own Boss: Enjoy the freedom and flexibility of self-employment. Manage your own schedule and work on your terms.
• Comprehensive Training and Support: Receive world-class training in sales, marketing, and estate planning to set you up for success.
• Make a Meaningful Impact: Help families protect their assets and secure their futures.
• Positive and Supportive Environment: Join a team that values excellence, innovation, and making a difference.
• Shape Your Own Success: This is a self-employed commission-only role that rewards your hard work and dedication. With uncapped earning potential and a supportive company behind you, the sky's the limit!

About the Company:

For over 50 years, this innovative company has been transforming the Will Writing and Estate Planning landscape in the UK. They are dedicated to providing families with peace of mind, ensuring their assets are protected for generations to come. With a mission to help everyone secure their legacy, they are directing the way in a vital and growing industry.

About the Role:

As a Will & Estate Planner, you'll play a crucial role in guiding clients through the often-complex world of estate planning. You'll help them create wills, establish trusts, and understand the importance of lasting powers of attorney. This is a rewarding opportunity to make a real difference in people's lives while building a successful and fulfilling career.

What You'll Do as a Will & Estate Planner:

• 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.

Who We're Looking For:

• 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.