Citrus Connect Ltd | Estate Planning Consultant | Shrewsbury

Join the leading team 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 an Estate Planning Consultant, you will have freedom 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 Consultant 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. Are You the Ideal Estate 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 driver's license. Ability to get out of your comfort zone. Key Responsibilities of an Estate Planning Consultant: Conduct online and face-to-face Will instructions. Upsell services such as Trusts, Funeral Plans, and Document Storage. Generate leads with our full training and support system. Apply Now For An Immediate Interview!
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