Estate Planning Business Developer

2 days ago


Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time £50,000 - £100,000

We are looking for a highly motivated and skilled Estate Planning Consultant to join our team at Citrus Connect Ltd. This is an excellent opportunity for someone who wants to build a successful career in the estate planning industry.

As an Estate Planning Consultant, you will have the freedom to work independently while still receiving full support from our company. You will be responsible for conducting online and face-to-face Will instructions, as well as upselling services such as Trusts, Funeral Plans, and Document Storage.

The ideal candidate will have strong communication skills, a consultative sales approach, and an entrepreneurial spirit. They will also be independent, motivated, and adept at generating referrals.

We offer a competitive estimated salary of £60,000 - £100,000 OTE, self-employed with uncapped commission. Additionally, you will receive a start-up kit including a tablet, sales kit, and extensive support for a one-off investment of £1,195.

In this role, you will have the opportunity to make a real impact and help secure people's assets. If you are passionate about sales and estate planning, and you have a strong desire to succeed, we encourage you to apply.

Key responsibilities include:

  • Conducting online and face-to-face Will instructions
  • Upselling services such as Trusts, Funeral Plans, and Document Storage
  • Generating leads with our full training and support system


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