The Challenge

Estate planning is a sensitive and specialist field. Secure Inheritance needed to grow their team while maintaining the quality and credibility their brand depends on. They required consultants who could engage with clients on personal and emotionally complex topics while still converting consistently. Finding candidates who understood both dimensions had proved difficult through generalist recruiters, and high attrition was limiting the business’s ability to scale.

How Citrus Connect Helped

Citrus Connect worked closely with Secure Inheritance to define the precise profile of a successful estate planning consultant — not just in terms of sales history, but communication style, empathy and the ability to build long-term client relationships built on trust. We sourced candidates specifically from backgrounds that combined direct sales experience with a track record in relationship-led, consultative environments. Our screening process assessed both commercial ability and interpersonal fit — ensuring every candidate put forward had the qualities needed to succeed in Secure Inheritance’s unique sales environment.

We also worked with Secure Inheritance to reshape how the role was presented to the market, bringing the company’s mission and values to the forefront of how opportunities were communicated. This repositioning made Secure Inheritance a more attractive proposition for professionals seeking meaningful work and genuine career development — and made it significantly easier to attract the right calibre of candidate. Alongside this, we streamlined the hiring process to reduce friction and improve the quality of applicants coming through, enabling Secure Inheritance to secure candidates with both the right expertise and the right cultural fit.

The Results

• 90% retention rate — well above the industry average for direct sales roles
• 100% headcount growth — team doubled in size over the engagement
• Refined job positioning that made the role significantly easier to attract and retain the right candidates