Estate Planning Specialist
4 days ago
Job Title: Estate Planning Specialist
Company OverviewCitrus Connect Ltd is a leading provider of Will Writing and Estate Planning services in the UK, boasting over 50 years of experience in financial services.
Salary and BenefitsThe estimated annual salary for this role is £75,000 - £150,000, with uncapped commission as a self-employed individual. The comprehensive start-up kit includes a tablet, sales kit, and extensive support for a one-off investment of £1,195.
Job DescriptionAs an Estate Planning Specialist, you will have the freedom to manage your schedule, enjoy flexible working hours, and make a real impact in securing people's assets and providing peace of mind.
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
Requirements and Qualifications
- 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
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