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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 of experience 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 and an entrepreneurial spirit are essential.
- Other info: Start with a supportive kit for a one-off investment of £1195.
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, …
Estate Planning Consultant employer: CITRUS CONNECT
Contact Detail:
CITRUS CONNECT Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land 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 in meaningful conversations during interviews.
✨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 referrals.
✨Tip Number 3
Prepare to discuss your consultative sales approach in detail. Be ready to share examples of how you've successfully identified client needs and provided tailored solutions in previous roles.
✨Tip Number 4
Showcase your entrepreneurial spirit by discussing any past experiences where you've taken initiative or led projects. This will demonstrate your ability to thrive in a self-managed role.
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Estate Planning Consultant position. Understand the key responsibilities and the skills required, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in sales or estate planning. Use specific examples that demonstrate your consultative sales approach and strong communication skills.
Show Your Passion: Express your enthusiasm for the estate planning industry in your application. Mention why you are drawn to this field and how you can contribute to helping clients secure their assets.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this role.
How to prepare for a job interview at CITRUS CONNECT
✨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 Entrepreneurial Spirit
Emphasize your entrepreneurial mindset. Share experiences where you took initiative or led projects, showcasing your ability to work independently and manage your own schedule effectively.
✨Communicate Your Passion for Estate Planning
Express your enthusiasm for the estate planning industry. Discuss why you believe it's important and how you can contribute to helping clients secure their assets and achieve peace of mind.
✨Prepare for Questions on Flexibility and Earnings
Be ready to discuss how you plan to manage your time and maximize your earnings in a self-employed role. Think about strategies you would implement to ensure success while enjoying the flexibility offered.
