Wealth Protection Consultant

2 weeks ago


Sheffield, United Kingdom CITRUS CONNECT LTD Full time
Our Top Priority: Helping You Succeed

CITRUS CONNECT LTD offers a unique opportunity for experienced Estate Planning Consultants to join our team and take advantage of our comprehensive training and support system. In this role, you will have the chance to work independently, generating leads and building relationships with clients.

Your Success is Our Top Priority

We offer a competitive salary of £50,000 - £80,000 per annum, depending on experience, and the potential to earn significantly more through commissions. You will also receive a start-up kit, including a tablet, sales kit, and extensive support, for a one-off investment of £1,195.

The Role:

* Conduct online and face-to-face Will instructions.
* Upsell services such as Trusts, Funeral Plans, and Document Storage.

We Believe in Giving You the Tools to Succeed

* Enjoy flexibility in your schedule and working hours.
* Receive top-notch training and support from our experienced team.

You will be responsible for conducting online and face-to-face Will instructions, upselling services, and generating leads. If you are a driven and results-oriented individual with a consultative approach and strong communication skills, we encourage you to apply.

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