Estate Planning Consultantat CITRUS CONNECT LTD
CCITRUS CONNECT LTDDolemeads, Bath
DolemeadsFlexibleOn-sitePermanent
estimated annual salary£28,000 – £34,000per yearestimated · typical for this role
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Are you ready to make a difference in the lives of families across the UK? Join Citrus Connect Ltd as an Estate Planning Consultant and leverage your skills to provide essential services in will writing and estate planning. With a booming demand for our expertise, this is your chance to thrive in a rewarding environment.
what you'll get
competitive commissionEarn based on your success.
what you'll be doing
1Client ConsultationEngage with clients to understand their estate planning needs.
2Will DraftingCreate tailored wills that protect clients' assets.
3Relationship BuildingEstablish and maintain strong client relationships.
4Market ResearchStay updated on industry trends to better serve clients.
what you'll need
experienceProven experience in estate planning or sales
hoursFlexible
startASAP
CommunicationNegotiationAttention to DetailEmpathySales Acumen
CITRUS CONNECT LTD is hiring a Estate Planning Consultant in Bristol. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.
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