Estate Planning Specialist

1 week ago


Hereford, United Kingdom CITRUS CONNECT LTD Full time

Establish a fulfilling career with CITRUS CONNECT LTD as an Estate Planning Specialist. With over 50 years of experience in financial services, our client has helped thousands secure their assets.

The role offers flexibility, a high earning potential of £50k-£100k OTE, and the chance to make a real impact. As an independent contractor, you'll have the freedom to manage your schedule and work hours.

You'll receive comprehensive training in sales, marketing, and product knowledge. A one-time investment of £1195 covers a start-up kit, including a tablet, sales materials, and ongoing support.

To succeed in this position, you should possess strong communication skills, a consultative approach, and entrepreneurial spirit. Independent contractors must be motivated, adept at generating referrals, and comfortable stepping out of their comfort zone.

Key Responsibilities:

  • Conduct will instructions online and face-to-face
  • Upsell additional services such as trusts, funeral plans, and document storage
  • Generate leads through our training and support system


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