Estate Planner

Citrus Connect Recruitment; Bath; On-site; GBP 50,000 - 100,000

Job description

Secure Futures and Build Your Own as a Will & Estate Planner!

Are you a driven person with a passion for helping others? Do you thrive in a role that allows you to make a real difference in people's lives? As a Will & Estate Planner, you'll guide families through the crucial process of securing their legacy and protecting their assets for generations to come.

What You'll Get as a Will & Estate Planner:

• Exceptional Earning Potential: £50,000 - £100,000+ On Target Earnings with uncapped commissions.
• Be Your Own Boss: Enjoy the freedom and flexibility of self-employment. Manage your own schedule and work on your terms.
• Comprehensive Training and Support: Receive world-class training in sales, marketing, and estate planning to set you up for success.
• Make a Meaningful Impact: Help families protect their assets and secure their futures.
• Positive and Supportive Environment: Join a team that values excellence, innovation, and making a difference.

About the Role:

As a Will & Estate Planner, you'll play a crucial role in guiding clients through the often-complex world of estate planning. You'll help them create wills, establish trusts, and understand the importance of lasting powers of attorney. This is a rewarding opportunity to make a real difference in people's lives while building a successful and fulfilling career.

What You'll Do as a Will & Estate Planner:

• Engaging online and face-to-face consultations are conducted to understand clients' needs and provide expert advice.
• Draft wills and other essential estate planning documents with accuracy and attention to detail.
• Promote and upsell valuable services like Lasting Powers of Attorney, Trusts, Funeral Plans, and Document Storage.
• Leverage your training and resources to generate leads, build relationships, and close sales effectively.

Who We're Looking For:

• Experienced sales professionals with a consultative approach and a passion for helping others.
• Entrepreneurial individuals with a strong work ethic and the ability to self-manage.
• Excellent communicators who can build rapport and explain complex information clearly.
• Individuals with a professional demeanour who can make a positive and lasting impression.

Ready for a recession-proof career that empowers families and builds you a rewarding career? Apply now to become a Will & Estate Planner!

Seniority level

Associate

Employment type

Full-time

Job function

Business Development, Consulting, and Sales

Industries

Trusts and Estates and Financial Services