Field Sales Consultant

Newcastle upon Tyne, North East, United Kingdom

Citrus Connect Recruitment

Posted today

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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 Get:

• 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.
• Essential Tools: Receive a start-up package including a tablet and sales kit for a one-off investment.

About the Company:

For over 50 years, this innovative company has been transforming the Will Writing and Estate Planning landscape in the UK. They are dedicated to providing families with peace of mind, ensuring their assets are protected for generations to come. With a mission to help everyone secure their legacy, they are leading the way in a vital and growing industry.

What You'll Do:

• Conduct engaging online and face-to-face consultations 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 demeanor 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!