Estate Planner
13 hours ago
Unlock a fulfilling career as a Will & Estate Planner, where you'll play a crucial role in guiding clients through the complex world of estate planning.
As a Will & Estate Planner, you'll help clients create wills, establish trusts, and understand the importance of lasting powers of attorney.
Enjoy a rewarding opportunity to make a real difference in people's lives while building a successful and fulfilling career.
Key Benefits:
- Exceptional Earning Potential: £50,000 - £100,000+ On Target Earnings with uncapped commissions.
- Be Your Own Boss: Enjoy the freedom and flexibility of self-employment. Manage your own schedule and work on your terms.
- Comprehensive Training and Support: Receive world-class training in sales, marketing, and estate planning to set you up for success.
- Make a Meaningful Impact: Help families protect their assets and secure their futures.
About the Company:
Citrus Connect Recruitment is dedicated to providing families with peace of mind, ensuring their assets are protected for generations to come. With a mission to help everyone secure their legacy, they are leading the way in a vital and growing industry.
Your Role:
- Conduct engaging online and face-to-face consultations to understand clients' needs and provide expert advice.
- Draft wills and other essential estate planning documents with accuracy and attention to detail.
- Promote and upsell valuable services like Lasting Powers of Attorney, Trusts, Funeral Plans, and Document Storage.
This is a unique opportunity to embark on a recession-proof career that empowers families and builds a rewarding career.
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