Estate Planning Specialist
5 days ago
As a seasoned Estate Planning Consultant with CITRUS CONNECT LTD, you will have the freedom to shape your schedule and excel in a field that has never been more critical. With over 50 years of experience in financial services, our client has helped thousands secure their assets.
A staggering 60% of the population lacks wills, creating an unprecedented demand for their services.
In this role, you will leverage your expertise to provide tailored solutions for clients, ensuring their assets are protected and their legacies are preserved.
Key Responsibilities:
\u2022 Develop and implement estate planning strategies for clients
\u2022 Collaborate with cross-functional teams to deliver exceptional client experiences
\u2022 Stay up-to-date with industry trends and regulatory requirements
What You'll Gain:
\u2022 Opportunity to work with a leading team in Will Writing and Estate Planning services
\u2022 Freedom to shape your schedule and work at your own pace
\u2022 Chance to make a meaningful impact on clients' lives and legacies
If you're a motivated and experienced professional looking to take your career to the next level, this is an exceptional opportunity to join a dynamic team and contribute to the growth of CITRUS CONNECT LTD.
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