Estate Planning Consultant in Morecambe

Estate Planning Consultant in Morecambe

Morecambe Full-Time On-site
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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 a 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: Β£50k – Β£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 Β£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.
  • Generate leads with our full training and support system.

Apply Now For An Immediate Interview!

Estate Planning Consultant in Morecambe 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