Estate Planning Professional

3 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom CITRUS CONNECT LTD Full time
About CITRUS CONNECT LTD

CITRUS CONNECT LTD is 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, addressing a critical need in the market.

Salary: £50k - £100k OTE

As an Estate Planning Consultant, you will have the opportunity to earn a competitive salary, with uncapped commission potential as a self-employed individual.

Job Description:

Our ideal candidate will possess a consultative sales approach, entrepreneurial spirit, strong communication skills, and a passion for the industry and sales. They will be independent, motivated, and adept at generating referrals, with a presentable demeanor and access to a car and driver's license.

The successful candidate will conduct online and face-to-face Will instructions, upsell services such as Trusts, Funeral Plans, and Document Storage, and generate leads using our comprehensive training and support system.

Key Responsibilities:
  • Conduct online and face-to-face Will instructions.
  • Upsell services such as Trusts, Funeral Plans, and Document Storage.
  • Generate leads using our full training and support system.
Benefits:
  • Earn Big: £50k - £100k OTE, self-employed with uncapped commission.
  • Enjoy Flexibility: Self-managed scheduling and flexible working hours.
  • Receive Top-Notch Training: Full sales, marketing, and product training provided.
  • Get Comprehensive Support: Start-up kit including a tablet, sales kit, and extensive support for a one-off £1195 investment.
  • Make a Difference: Help secure people's assets and provide peace of mind.
Apply Now

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