Estate Planning Specialist

1 month ago


York, York City, United Kingdom CITRUS CONNECT LTD Full time
Unlock Your Potential as an Estate Planning Consultant

At CITRUS CONNECT LTD, we're seeking a skilled Estate Planning Consultant to join our team. As a leading provider of Will Writing and Estate Planning services in the UK, we're committed to helping individuals secure their assets and provide peace of mind for their loved ones.

The Opportunity

As an Estate Planning Consultant, you'll have the freedom to manage your schedule, enjoy fantastic earnings, and experience career growth in a high-demand industry. Our comprehensive training program will equip you with the skills and knowledge needed to succeed in this role.

Key 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
What We Offer
  • Earn up to £100k OTE, self-employed with uncapped commission
  • Self-managed scheduling and flexible working hours
  • Full sales, marketing, and product training provided
  • Start-up kit including a tablet, sales kit, and extensive support for a one-off £1195 investment
Requirements
  • 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
  • Ability to get out of your comfort zone

Apply now to take the first step towards a rewarding career as an Estate Planning Consultant with CITRUS CONNECT LTD.



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