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Estate Planning Consultant

Job in Watford, Hertfordshire, WD1, England, UK
Listing for: CITRUS CONNECT LTD
Full Time position
Listed on 2026-10-28
Job specializations:
  • Sales
    Sales Consultant
Salary/Wage Range or Industry Benchmark: 50000 GBP Yearly GBP 50000.00 YEAR
Job Description & How to Apply Below

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 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: £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.

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