Estate Planning Specialist

4 days ago


Taunton, Somerset, United Kingdom CITRUS CONNECT LTD Full time
Job Description

Secure Your Future with Us

  • About the Opportunity:

In this role as an Estate Planning Specialist, you will have the freedom to create a fulfilling career with growth potential in a high-demand industry.

  • Earn Big: £50k-£100k OTE, self-employed with uncapped commission.
  • Enjoy Flexibility: Self-managed scheduling and flexible working hours.
  • Receive Top-Notch Training: Full sales, marketing, and product training provided.
  • Get Comprehensive Support: Start-up kit including a tablet, sales kit, and extensive support for a one-off investment.
  • Make a Difference: Help secure people's assets and provide peace of mind.

About You:

  • You are a consultative sales professional with a strong entrepreneurial spirit.
  • You possess excellent communication skills and a passion for the industry and sales.
  • You are independent, motivated, and adept at generating referrals.
  • You are presentable and ready to impress.
  • You have access to a car and driver's license.
  • You are willing to step out of your comfort zone.

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.

Your Benefits:

  • Become part of a leading team in Will Writing and Estate Planning services in the UK.
  • Develop a rewarding career with opportunities for growth.
  • Enjoy flexibility and autonomy in your work schedule.
  • Benefit from comprehensive training and ongoing support.

We Offer More Than Just a Job:

  • A supportive and collaborative environment.
  • Ongoing opportunities for professional development.
  • A chance to make a real impact on people's lives.


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