Estate Planning Consultant in Liverpool

Estate Planning Consultant in Liverpool

Liverpool Full-Time 31500 - 38500 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Help people secure their assets through will writing and estate planning.
  • Company: Leading team in the UK with over 50 years of experience.
  • Benefits: Earn £50k-£100k OTE, enjoy flexible hours, and receive top-notch training.
  • Other info: Comprehensive support and a start-up kit provided for your success.
  • Why this job: Make a real impact while enjoying freedom and growth in a high-demand industry.
  • Qualifications: Strong communication skills and an entrepreneurial spirit are essential.

The predicted salary is between 31500 - 38500 £ per year.

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 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 extensivesupportfor 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 drivers licence.
  • 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.
  • Generateleadswith our full training andsupportsystem.

Apply Now For An Immediate Interview!

Estate Planning Consultant in Liverpool employer: CITRUS CONNECT LTD

As a Field Sales Consultant with us, you'll be part of a dynamic team dedicated to transforming lives through our innovative products. We offer a supportive work culture that prioritises employee growth, with comprehensive training and development opportunities to help you reach your financial goals. Located in a vibrant area, our company not only values your contributions but also fosters a sense of community and purpose in every role.

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Contact Details:

CITRUS CONNECT LTD Recruitment Team

We think you need these skills to ace Estate Planning Consultant in Liverpool

Consultative Sales Approach
Strong Communication Skills
Entrepreneurial Spirit
Independent and Self-Motivated
Referral Generation
Presentation Skills
Flexibility in Scheduling