Legacy Planning Advisor

3 weeks ago


Hereford, Herefordshire, United Kingdom CITRUS CONNECT Full time

In this challenging yet rewarding role as a Legacy Planning Advisor at CITRUS CONNECT, you will have the chance to make a real impact on people's lives by helping them secure their assets and provide peace of mind.

With over 50 years of experience in financial services, our organization has established itself as a leader in Will Writing and Estate Planning services in the UK. This presents a unique opportunity to work in a high-demand industry with growth potential.

As a self-employed individual, you will have the freedom to manage your schedule and earn a competitive salary up to £50k, with uncapped commission potential. We also provide a comprehensive support package, including a start-up kit, to ensure your success in this role.

To be successful as a Legacy Planning Advisor, you will require a consultative sales approach, strong communication skills, and a passion for the industry and sales. If you are independent and enjoy working in a fast-paced environment, this could be the ideal career path for you.



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