Estate Planning Specialist

3 weeks ago


Newport, Newport, United Kingdom CITRUS CONNECT LTD Full time
About Us

CITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK, with over 50 years of experience in financial services. Our mission is to help individuals secure their assets and provide peace of mind for their loved ones.

The Role

As an Estate Planning Consultant, you will play a crucial part in our team's success by conducting online and face-to-face Will instructions, upselling services such as Trusts, Funeral Plans, and Document Storage, and generating leads using our comprehensive training and support system.

Key Responsibilities
  • Conduct Will instructions online and in person
  • Upsell additional services to clients
  • Generate leads using our training and support system
Benefits

This role offers a broad earnings potential of up to £100k OTE (on-target earnings) as a self-employed consultant with uncapped commission. You will also enjoy flexible working hours, top-notch training, and extensive support, including a start-up kit and ongoing resources.

Requirements
  • A consultative sales approach and entrepreneurial spirit
  • Strong communication skills and a passion for sales and the industry
  • Independence, motivation, and ability to generate referrals
  • Presentation skills and a willingness to learn
  • A car and valid driver's license
Salary and Commission

As a self-employed Estate Planning Consultant, your salary will be based on your performance and commission earned. With a broad earnings potential of up to £100k OTE, this role offers significant financial rewards for those who excel in the field.



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