Estate Manager Consultant

16 hours ago


Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time £50,000 - £100,000

Estate Planning Career

CITRUS CONNECT LTD offers a unique opportunity to join 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.

The Role:

In this role as an Estate Manager Consultant, you will be responsible for conducting online and face-to-face Will instructions, upselling services such as Trusts, Funeral Plans, and Document Storage, and generating leads with our full training and support system.

We Offer:

  • Estimated Salary: £70,000 - £130,000 OTE, self-employed with uncapped commission.
  • Flexibility: Self-managed scheduling and flexible working hours.
  • Top-Notch Training: Full sales, marketing, and product training provided.
  • Comprehensive Support: Start-up kit including a tablet, sales kit, and extensive support for a one-off £1,195 investment.
  • Make a Difference: Help people secure their assets and provide peace of mind.

Requirements:

  • Consultative sales approach and entrepreneurial spirit.
  • 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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