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For Companies At a Glance
- Tasks: Help clients secure their assets through will writing and estate planning.
- Company: Join a leading UK firm with over 50 years in financial services.
- Benefits: Earn £50k-£100k OTE, enjoy flexible hours, and receive comprehensive training.
- Why this job: Make a real impact while enjoying freedom and growth in a high-demand industry.
- Qualifications: Strong communication skills, entrepreneurial spirit, and a valid driver's licence required.
- Other info: Immediate interviews available for motivated applicants!
The predicted salary is between 36000 - 60000 £ per year.
Join the leading team 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 an 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 extensive support for 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 driver's 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.
- Generate leads with our full training and support system.
Apply Now For An Immediate Interview!
Estate Planning Consultant in Preston, Lancashire employer: CITRUS CONNECT LTD
Contact Detail:
CITRUS CONNECT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Consultant in Preston, Lancashire
✨Tip Number 1
Network with professionals in the estate planning and financial services sectors. Attend local events or join online forums to connect with potential clients and industry peers who can provide valuable insights and referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in estate planning. This knowledge will not only boost your confidence but also demonstrate your expertise to potential clients during consultations.
✨Tip Number 3
Practice your consultative sales approach by role-playing with friends or colleagues. This will help you refine your communication skills and prepare you for real-life client interactions, making you more effective in generating leads.
✨Tip Number 4
Create a personal brand that showcases your passion for helping others secure their assets. Use social media platforms to share informative content about estate planning, which can attract potential clients and establish your credibility in the field.
We think you need these skills to ace Estate Planning Consultant in Preston, Lancashire
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of an Estate Planning Consultant. Familiarise yourself with the services offered and the importance of estate planning in today's context.
Tailor Your CV: Highlight relevant experience in sales or consultative roles. Emphasise your communication skills and any previous work that demonstrates your ability to generate leads and build relationships.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for the industry and your entrepreneurial spirit. Mention specific examples of how you've successfully upsold services or generated referrals in the past.
Proofread Your Application: Ensure that your application is free from spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in this role.
How to prepare for a job interview at CITRUS CONNECT LTD
✨Showcase Your Consultative Sales Skills
As an Estate Planning Consultant, your ability to engage in consultative sales is crucial. Prepare examples of how you've successfully identified client needs and provided tailored solutions in previous roles.
✨Demonstrate Your Passion for the Industry
Express your enthusiasm for estate planning and financial services during the interview. Share any relevant experiences or knowledge that highlight your commitment to helping clients secure their assets.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client interactions. Practice responding to scenarios where you need to upsell additional services or manage difficult conversations.
✨Dress to Impress
First impressions matter, especially in a client-facing role. Dress professionally and ensure you present yourself well to convey confidence and professionalism during the interview.
