Estate Planning Advisor

3 weeks ago


Hereford, United Kingdom CITRUS CONNECT LTD Full time
Secure Your Future

In a rapidly changing world, it's more important than ever to have a plan in place. As an Estate Planning Consultant with Citrus Connect LTD, you'll play a vital role in helping individuals and families secure their assets and ensure their loved ones are taken care of.

About the Role

This is a unique opportunity to join a leading team in Will Writing and Estate Planning services, leveraging over 50 years of experience in financial services. You'll have the freedom to manage your schedule, enjoy uncapped commission, and make a real impact in a high-demand industry.

Key Responsibilities
  • Conduct online and face-to-face Will instructions
  • Upsell services such as Trusts, Funeral Plans, and Document Storage
  • Generate leads with our comprehensive training and support system

We're looking for a consultative sales approach and entrepreneurial spirit, strong communication skills, and a passion for the industry and sales. If you're independent, motivated, and adept at generating referrals, we want to hear from you



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