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- Tasks: Help clients secure their assets through will writing and estate planning.
- Company: Join a leading team with over 50 years in financial services.
- Benefits: Earn £50k-£100k OTE, enjoy flexible hours, and receive top-notch 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 passion for sales required.
- Other info: Access to a car and driver's license is necessary.
The predicted salary is between 30000 - 70000 £ per year.
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 havefreedom 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 ConsultantBenefits): 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 ComprehensiveSupport: 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 IdealEstate 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 KeyResponsibilities of an Estate Planning Consultant: Conduct online and face-to-face Will instructions. Upsell services such asTrusts, Funeral Plans, and Document Storage. Generateleadswith our full training andsupportsystem. Apply Now For An Immediate Interview! JBRP1_UKTJ
CITRUS CONNECT LTD | Estate Planning Consultant employer: CITRUS CONNECT LTD
Contact Detail:
CITRUS CONNECT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CITRUS CONNECT LTD | Estate Planning Consultant
✨Tip Number 1
Familiarize yourself with the estate planning landscape in the UK. Understanding the common concerns and needs of clients will help you engage more effectively during interviews and demonstrate your knowledge of the industry.
✨Tip Number 2
Network with professionals in the financial services and estate planning sectors. Attend relevant events or join online forums to connect with others who can provide insights or even referrals that could help you land the job.
✨Tip Number 3
Prepare to showcase your consultative sales approach. Think of examples from your past experiences where you've successfully engaged clients, upsold services, or generated leads, as these will be key in demonstrating your fit for the role.
✨Tip Number 4
Be ready to discuss your entrepreneurial spirit and how you manage your time effectively. Since this role offers flexibility, showing that you can self-manage and stay motivated will set you apart from other candidates.
We think you need these skills to ace CITRUS CONNECT LTD | Estate Planning Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of an Estate Planning Consultant. Familiarize yourself with the services offered, such as Will writing and Trusts, to demonstrate your knowledge in your application.
Tailor Your CV: Customize your CV to highlight relevant experience in sales, communication skills, and any entrepreneurial ventures. Emphasize your ability to work independently and generate leads, as these are key traits for this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for estate planning and your consultative sales approach. Mention specific examples of how you've helped clients in the past or how you plan to make a difference in this role.
Highlight Your Flexibility: Since the role offers self-managed scheduling, emphasize your ability to manage your time effectively and your readiness to adapt to different working hours. This will show that you are well-suited for the flexibility the position offers.
How to prepare for a job interview at CITRUS CONNECT LTD
✨Show Your Consultative Sales Skills
Demonstrate your consultative sales approach during the interview. Prepare examples of how you've successfully engaged with clients in the past, focusing on understanding their needs and providing tailored solutions.
✨Highlight Your Communication Skills
Strong communication is key for an Estate Planning Consultant. Practice articulating your thoughts clearly and confidently. Be ready to discuss how you can effectively convey complex information to clients in an understandable way.
✨Emphasize Your Entrepreneurial Spirit
This role requires independence and motivation. Share experiences that showcase your entrepreneurial mindset, such as initiatives you've taken in previous roles or how you've generated leads on your own.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential challenges you might face in estate planning and how you would address them, demonstrating your ability to think on your feet.
