Estate Planning Specialist

5 days ago


Sheffield, United Kingdom CITRUS CONNECT LTD Full time
Unlock Your Earning Potential

CITRUS CONNECT LTD is seeking an Estate Planning Consultant to join our team. As a key member, you will play a vital role in helping individuals secure their assets and provide peace of mind.

This exciting opportunity comes with a salary of £45,000 - £75,000 per annum, depending on experience, and the chance to earn significantly more through commissions.

The Ideal Candidate:

* Strong communication skills and a passion for sales.
* Consultative approach and entrepreneurial spirit.
* Ability to work independently and generate referrals.

Key Responsibilities:

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

We Offer Comprehensive Support:

* Full training and support system provided.
* Start-up kit including a tablet, sales kit, and extensive support for a one-off investment of £1,195.

In this role, you will have the freedom to manage your schedule and enjoy flexible working hours. With over 50 years of experience in financial services, CITRUS CONNECT LTD has helped thousands secure their assets. The demand for our services is unprecedented, and we are looking for ambitious individuals to join us in this high-demand industry.

We believe that our team members should have access to top-notch training, comprehensive support, and the tools they need to succeed. If you are a motivated and results-driven individual with a consultative approach and strong communication skills, we encourage you to apply.

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