Legacy Planner
3 weeks ago
Are you looking for a rewarding career in estate planning? Do you have a consultative sales approach, strong communication skills, and a passion for the industry and sales? We're seeking a skilled Estate Planning Consultant to join our team at CITRUS CONNECT LTD. In this role, you'll have the opportunity to conduct online and face-to-face Will instructions, upsell services such as Trusts, Funeral Plans, and Document Storage, and generate leads with our full training and support system. As a self-employed individual, you can earn between £50k-£100k OTE (On Target Earnings) with uncapped commission. Our team provides comprehensive support, including a start-up kit with a tablet and sales kit for a one-off investment of £1195. With over 50 years in financial services, we've helped thousands secure their assets. Join us in a high-demand industry with growth potential and make a real difference. Estimated salary: £60k-£90k per annum.
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Senior Estate Planner
4 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full timeJob OverviewCITRUS CONNECT LTD, a leading provider of Will Writing and Estate Planning services in the UK, is seeking an experienced Estate Planning Consultant to join their team. With over 50 years in financial services, the company has helped thousands secure their assets. In this role, you will have the opportunity to make a meaningful impact on people's...