Estate Planning Expert

3 weeks ago


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

Unlock Your Earning Potential

We are seeking a skilled Estate Planning Consultant to join our team at CITRUS CONNECT LTD. As an Estate Planning Consultant, you will have the opportunity to work with a wide range of clients, helping them secure their assets and provide peace of mind for themselves and their loved ones.

About the Role:

  • This is a self-employed position with uncapped commission potential, offering a highly competitive earning structure.
  • You will have flexibility over your schedule, allowing you to manage your workload effectively and achieve a good work-life balance.
  • Our comprehensive training program will equip you with the skills and knowledge necessary to excel in this role.
  • As part of our support system, you will receive a start-up kit including a tablet, sales kit, and other essential tools.
  • In addition to the financial rewards, you will also have the satisfaction of making a real difference in people's lives.

Key Responsibilities:

  • You will be responsible for conducting online and face-to-face Will instructions, providing a valuable service to our clients.
  • Additionally, you will have the opportunity to upsell services such as trusts, funeral plans, and document storage, further increasing your earnings potential.
  • With our full training and support system, you will be equipped to generate leads and build a successful business.

Requirements:

  • A consultative sales approach and entrepreneurial spirit are essential for success in this role.
  • Strong communication skills and a passion for the industry and sales are also required.
  • You must be independent, motivated, and adept at generating referrals.
  • Presentable and ready to impress, you will need to have access to a car and a driver's license.
  • Finally, you should be willing to get out of your comfort zone and take on new challenges.

Salary: £50,000 - £100,000 OTE



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