Estate Planning Specialist

7 days ago


Sheffield, Sheffield, United Kingdom CITRUS CONNECT LTD Full time
Job Title: Estate Planning Consultant

Industry Overview:
CITRUS CONNECT LTD is a leading company in Will Writing and Estate Planning services in the UK, a field that has seen unprecedented demand due to the lack of wills among the population. With over 50 years of experience in financial services, our client has helped thousands secure their assets.

The Opportunity:
This role offers a unique chance to work independently as a Estate Planning Consultant, with freedom over your schedule, fantastic earning potential, and a career with growth potential in a high-demand industry. You will have the opportunity to make a real impact in people's lives by helping them secure their assets and provide peace of mind.

Benefits:
  • Earn Big: £50k-£100k OTE, self-employed with uncapped commission.
  • Enjoy Flexibility: Self-managed scheduling and flexible working hours.
  • Receive Top-Notch Training: Full sales, marketing, and product training provided.
  • Get Comprehensive Support: Start-up kit including a tablet, sales kit, and extensive support for a one-off £1195 investment.
  • Make a Difference: Help secure people's assets and provide peace of mind.

Requirements:
  • 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.
  • Have access to a car and driver's license.
  • Ability to get out of your comfort zone.

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.


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