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Estate Planning Consultant

CITRUS CONNECT LTDsheffield, south yorkshire, yorkshire and the humber, United Kingdom

11 days ago

Job type

Full-time

Job description

Join theleadingteam in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented.

The Opportunity :

In this role as a Estate Planning Consultant, you will havefreedom over your schedule, fantastic earnings, a career with growth potential in a high-demand industry and the chance to make a real impact.

We Offer (Estate Planning ConsultantBenefits) :

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 ComprehensiveSupport : Start-up kit including a tablet, sales kit, and extensivesupportfor a one-off £1195 investment.
Make a Difference : Help secure people's assets and provide peace of mind.

Are You the IdealEstate Planning Consultant?

Consultative sales approach and entrepreneurial spirit.

Strong communication skills and a passion for the industry and sales.

Independent, motivated, and adept at generating referrals.

Presentable and ready to impress.

Have access to a car and drivers licence.

Ability to get out of your comfort zone

KeyResponsibilities of an Estate Planning Consultant :

Conduct online and face-to-face Will instructions.

Upsell services such asTrusts, Funeral Plans, and Document Storage.

Generateleadswith our full training andsupportsystem.

Apply Now For An Immediate Interview!

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Planning Consultant • sheffield, south yorkshire, yorkshire and the humber, United Kingdom