Estate Planning Consultant

4 weeks ago


Wrexham, United Kingdom Citrus Connect Full time
Join the leading team in Will Writing and Estate Planning services in the UK, a field more critical now than ever. 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 their services is unprecedented.
The Opportunity:
In this role as a 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.
We Offer (Estate Planning Consultant 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 £1195 investment.
· Make a Difference: Help secure people's assets and provide peace of mind.
Are You the Ideal Estate Planning Consultant?
· Consultative sales approach and entrepreneurial spirit.
· Strong communication skills and a passion for sales.
· Independent, motivated, and adept at generating referrals.
· Presentable and ready to impress
Key Responsibilities of an Estate Planning Consultant:
· 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

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