Wealth Planning Specialist
23 hours ago
At 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 self-employed individual. You will also enjoy flexible working hours, self-managed scheduling, and a comprehensive start-up kit including a tablet and sales materials for a one-time investment of £1,195.
In this position, you will be responsible for conducting online and face-to-face Will instructions, identifying opportunities to upsell services such as Trusts, Funeral Plans, and Document Storage. With our full training and support system, you will be equipped to generate leads and achieve success in this high-demand industry.
To succeed as a Wealth Planning Specialist, you should possess strong communication skills, a consultative sales approach, and an entrepreneurial spirit. You should also be independent, motivated, and adept at generating referrals. A passion for the industry and sales is essential, as well as a presentable and professional demeanor.
Key responsibilities include:
- Conducting online and face-to-face Will instructions
- Upselling services such as Trusts, Funeral Plans, and Document Storage
- Generating leads with our full training and support system
Join our team at CITRUS CONNECT LTD and take advantage of this exciting opportunity to build a successful career as a Wealth Planning Specialist.
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