Wealth and Legacy Advisor

24 hours ago


Sheffield, Sheffield, United Kingdom Citrus Connect Recruitment Full time
Become a Successful Will & Estate Planner and Earn Up to £100k+

About the Company:

This esteemed company has transformed the Will Writing and Estate Planning industry in the UK, providing families with peace of mind and ensuring their assets are protected for over 50 years.

Job Description:

As a Will & Estate Planner, you will empower families by guiding them through estate planning, creating wills, establishing trusts, and understanding lasting powers of attorney. Enjoy exceptional earning potential up to £100k+ and be your own boss, managing your schedule and work on your terms.

Responsibilities:

  • Conduct client consultations to understand their needs and provide expert advice.
  • Draft accurate wills and estate planning documents.
  • Promote and upsell services to clients.
  • Leverage training to generate leads and build relationships.

Requirements:

  • Experienced sales professionals with a consultative approach.
  • Entrepreneurial individuals with a strong work ethic.
  • Excellent communicators who can build rapport and explain complex information.
  • Professional individuals who can make a positive impact.

Comprehensive Training and Support: Receive training in sales, marketing, and estate planning to ensure your success in this role.



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