Wealth Planning Specialist

21 hours ago


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

CITRUS CONNECT LTD Overview

As a leading provider of Will Writing and Estate Planning services in the UK, our client has helped thousands secure their assets over 50 years in financial services. The demand for their services is unprecedented, with 60% of the population lacking wills.

The Opportunity:

In this role as a Wealth Planning Specialist, you will have the freedom to manage your schedule, enjoy fantastic earnings, and have a career with growth potential in a high-demand industry. You will make a real impact by helping people secure their assets and provide peace of mind.

We Offer:

  • Estimated Salary: £60,000 - £120,000 OTE (On-Target Earnings), self-employed with uncapped commission.
  • Flexibility: Self-managed scheduling and flexible working hours.
  • Top-Notch Training: Full sales, marketing, and product training provided.
  • Comprehensive Support: Start-up kit including a tablet, sales kit, and extensive support for a one-off £1,195 investment.
  • Make a Difference: Help people secure their 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.
  • Ability to get out of your comfort zone.

Key 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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