Estate Planning Specialist

3 weeks ago

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

Are you a driven individual with a passion for sales and a desire to make a real impact in people's lives? Do you have a consultative approach and a strong entrepreneurial spirit? We're seeking a talented Estate Planning Consultant to join our team at CITRUS CONNECT LTD.

About the Role

As an Estate Planning Consultant, you'll have the freedom to manage your schedule and work in a high-demand industry with unlimited earning potential. You'll be responsible for conducting online and face-to-face Will instructions, upselling services such as Trusts, Funeral Plans, and Document Storage, and generating leads with our comprehensive training and support system.

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

As a valued member of our team, you'll enjoy:

  • Self-managed scheduling and flexible working hours
  • Uncapped commission potential
  • Full sales, marketing, and product training provided
  • Start-up kit including a tablet, sales kit, and extensive support for a one-off investment
Requirements

To succeed in this role, you'll need:

  • A 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
  • Access to a car and driver's license

We're looking for a talented individual who is ready to take their career to the next level. If you're passionate about sales and making a real impact, we want to hear from you.

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