Wealth Protection Consultant
4 days ago
Job Title: Wealth Protection Consultant
Company OverviewCitrus Connect Ltd has been helping thousands secure their assets with its expertise in financial services for over 50 years.
Salary and BenefitsThis role offers an estimated annual salary of £80,000 - £160,000, with a self-managed schedule and uncapped commission potential as a self-employed individual.
Job DescriptionYou will be responsible for conducting Will instructions, upselling services, and generating leads with our comprehensive support system.
Key Responsibilities- Online and face-to-face Will instructions
- Trusts, Funeral Plans, and Document Storage upsales
- Lead generation with our full training and support
Requirements and Qualifications
- Consultative sales approach and entrepreneurial spirit
- Strong communication and sales skills
- Presentable and able to work independently
- Comfortable getting out of their comfort zone
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