SonicJobs Logo
Left arrow iconBack to search

Estate Planning Consultant

CITRUS CONNECT LTD
Posted 4 days ago, valid for a month
Location

Watford, Hertfordshire WD17 1LA, 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

info
  • Join a leading team in Will Writing and Estate Planning services in the UK, which has over 50 years of experience in financial services.
  • The role of Estate Planning Consultant offers flexible scheduling and the potential to earn between £50k to £100k OTE, with uncapped commission on a self-employed basis.
  • As demand for services is high, particularly with 60% of the population lacking wills, this position allows for significant career growth and the opportunity to make a real impact.
  • Ideal candidates should have a consultative sales approach, strong communication skills, and access to a car, with the ability to generate referrals.
  • Comprehensive training is provided, along with a start-up kit for a one-off investment of £1195, enabling consultants to conduct will instructions and upsell 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!

Apply now in a few quick clicks

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.