Estate Planning Specialist
1 week ago
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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Estate Planning Specialist
2 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full timeCITRUS CONNECT LTD is a leading provider of financial planning services in the UK. We are seeking an Estate Planning Specialist to join our team.The OpportunityIn this role, you will have the freedom to manage your schedule and work with clients to secure their assets. With over 50 years of experience in financial services, our client has helped thousands of...
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Estate Planning Specialist
2 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT Full timeCITRUS CONNECT is a leading provider of Will Writing and Estate Planning services in the UK. With over 50 years of experience in financial services, we have helped thousands of individuals secure their assets.The role of an Estate Planning Specialist at CITRUS CONNECT offers a unique opportunity to work in a high-demand industry with growth potential. As a...
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Estate Planning Specialist
2 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full timeJob DescriptionCITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK, catering to an increasing demand due to a lack of wills among the population.In this role as a Estate Planning Specialist, you will have the freedom to manage your schedule and work independently, focusing on delivering exceptional estate planning...
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Estate Planning Specialist
2 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT Full timeCITRUS CONNECT OverviewIn the field of will writing and estate planning, CITRUS CONNECT stands out as a leading provider in the UK. With over 50 years of experience in financial services, our client has helped thousands secure their assets. A staggering 60% of the population lacks wills, making this service more crucial than ever.The Opportunity:As an Estate...
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Estate Planning Specialist
2 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time £50,000 - £100,000Join Our Mission to Secure AssetsCITRUS 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 client has helped thousands secure their assets.The demand for their services is unprecedented, with 60% of the population lacking wills. As an Estate Planning...
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Estate Planning Specialist
1 week ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full timeCITRUS CONNECT LTD:With over 50 years of experience in financial services, our client has helped thousands secure their assets. The demand for their Estate Planning Consultant services is unprecedented, with a staggering 60% of the UK population lacking wills.The Role:In this esteemed position as an Estate Planning Consultant, you will enjoy unparalleled...
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Estate Planning Specialist
2 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT Full timeUnlock Your Potential in Estate PlanningThe UK market is booming for Will Writing and Estate Planning services, with a staggering 60% of the population lacking wills. As an Estate Planning Consultant with CITRUS CONNECT, you'll have the freedom to manage your schedule, enjoy high earnings, and make a real impact.We offer a comprehensive training program that...
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Will and Estate Specialist
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Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time £50,000 - £100,000Become a Key Player in the Will Writing and Estate Planning IndustryCITRUS CONNECT LTD is a well-established company providing Will Writing and Estate Planning services in the UK. With a rich history of over 50 years in financial services, they have helped numerous individuals secure their assets. The current market trend shows that 60% of the population...
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Estate Planning Specialist
1 week ago
Hereford, United Kingdom CITRUS CONNECT LTD Full timeRole Overview">CITRUS CONNECT LTD seeks a skilled Estate Planning Consultant to join their team in the UK. This role offers a high-demand industry with growth potential, allowing individuals to secure people's assets and provide peace of mind.">About the Role">The ideal candidate will have a consultative sales approach, strong communication skills, and a...
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Estate Planning Expert
2 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full timeJob DescriptionCITRUS CONNECT LTD is seeking an experienced Estate Planning Consultant to join their team. This role offers a unique opportunity to work with a leading provider of Will Writing and Estate Planning services in the UK, a field that has become increasingly critical.The successful candidate will have the freedom to manage their schedule, allowing...
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Estate Planning Advisor
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Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full timeAbout the OpportunityWe are seeking an experienced Estate Planning Consultant to join our team at CITRUS CONNECT LTD. In this role, you will have the freedom to work independently and manage your schedule effectively.Job DescriptionAs a key member of our Will Writing and Estate Planning services team, you will be responsible for helping individuals secure...
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Estate Planning Manager
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Hereford, Herefordshire, United Kingdom Austen Lloyd Legal Recruitment Full timeAusten Lloyd Legal Recruitment is seeking an experienced Estate Planning Manager to join their Hertfordshire-based team. The successful candidate will have a strong background in trust management and estate planning.The Role:You will be responsible for managing a diverse range of trusts, ensuring compliance with legal and tax requirements and providing clear...
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Estate Planning Advisor
1 week ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time £50,000 - £100,000Secure Your Future with CITRUS CONNECT LTDCITRUS 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 client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented.In this role as an Estate...
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Estate Planning Advisor
1 week ago
Hereford, United Kingdom CITRUS CONNECT LTD Full timeSecure Your FutureIn a rapidly changing world, it's more important than ever to have a plan in place. As an Estate Planning Consultant with Citrus Connect LTD, you'll play a vital role in helping individuals and families secure their assets and ensure their loved ones are taken care of.About the RoleThis is a unique opportunity to join a leading team in Will...
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Estate Planning Advisor
1 week ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time £50,000 - £100,000Secure your future and the futures of those you care about as an Estate Planning Consultant with Citrus Connect Ltd. With over 50 years of experience in financial services, our client has helped thousands secure their assets.This role offers a high-demand industry, flexible scheduling, and unlimited growth potential. Enjoy uncapped commission earnings up to...
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Estate Planning Business Developer
2 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time £50,000 - £100,000We are looking for a highly motivated and skilled Estate Planning Consultant to join our team at Citrus Connect Ltd. This is an excellent opportunity for someone who wants to build a successful career in the estate planning industry.As an Estate Planning Consultant, you will have the freedom to work independently while still receiving full support from our...
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Estate Planning Consultant
4 weeks ago
Hereford, United Kingdom Citrus Connect Ltd Full timeJoin theleadingteam in Will Writing and Estate Planning services in the UK, a field more critical now than ever.With over 50 years in financial services, our client has helped thousands secure their assets.As 60% of the population lacks wills, the demand for their services is unprecedented.
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Estate Planning Expert
2 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time £50,000 - £100,000Unlock Your Earning PotentialWe 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...
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Estate Agent
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Hereford, United Kingdom The Chancellors Group of Estate Agents Ltd Full timeThis is a fantastic opportunity to join our Hereford Branch as an Estate Agent within our sales team. Previous Estate Agency experience is not essential as all training will be provided specifically tailored towards sales and the current property market. If you enjoy recognition and strive to be the best at everything you do then this is the perfect...
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Wealth Planning Specialist
1 week ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time £50,000 - £100,000At CITRUS CONNECT LTD, we are seeking a highly motivated and ambitious Wealth Planning Specialist to join our team. As an Estate Planning Consultant, you will have the opportunity to make a real impact on people's lives by helping them secure their assets.The role offers a competitive salary of £50,000-£100,000 OTE, with uncapped commission as a...