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Estate Planning Consultant

CITRUS CONNECT LTD
Posted 19 days ago, valid for 23 days
Location

Newcastle Upon Tyne, Tyne and Wear NE1 4LQ, England

Salary

£70,000 per annum

Contract type

Full Time

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Join a leading team in Will Writing and Estate Planning services in the UK, where the demand for services is unprecedented due to 60% of the population lacking wills.
  • As an Estate Planning Consultant, you will have the freedom to manage your own schedule and the potential to earn between £50k to £100k OTE, with uncapped commission as a self-employed individual.
  • The role offers comprehensive training in sales, marketing, and products, along with a start-up kit for a one-off investment of £1195.
  • Ideal candidates should possess strong communication skills, an entrepreneurial spirit, and a consultative sales approach, along with access to a car and a valid driver's license.
  • Previous experience in sales is preferred, and the position includes responsibilities like conducting Will instructions and upselling additional services.
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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In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.