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Will & Estate Planner

4 months ago

Darlington, 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 do not have a will, the demand for their services is unprecedented.
The Opportunity:
In this role as a Will and Estate Planner, 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 (Will and Estate Planner 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 Will and Estate Planner?
* 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:
* Conduct online and face-to-face Will instructions.
* Upsell services such as Trusts, and Document Storage.
* Generate leads with our full training and support system.
Apply Now For An Immediate Interview