At a Glance
- Tasks: Help people secure their assets through will writing and estate planning.
- Company: Leading team in the UK with over 50 years of experience.
- Benefits: Earn £50k-£100k OTE, enjoy flexible hours, and receive top-notch training.
- Other info: Comprehensive support and a start-up kit provided for your success.
- 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.
The predicted salary is between 50000 - 100000 € 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 Abergavenny employer: CITRUS CONNECT LTD
Join a leading team in the UK’s estate planning sector, where you will enjoy unparalleled flexibility and the potential for significant earnings as an Estate Planning Consultant. With over 50 years of experience, our company not only offers comprehensive training and support but also empowers you to make a meaningful impact by helping clients secure their assets. Experience a dynamic work culture that values independence and entrepreneurial spirit, making it an excellent place for personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Estate Planning Consultant in Abergavenny
✨Tip Number 1
Network like a pro! Get out there and connect with people in the estate planning field. Attend local events, join online forums, and don’t be shy about reaching out to potential clients or mentors. The more connections you make, the better your chances of landing that dream role.
✨Tip Number 2
Practice your pitch! You’ll want to be ready to impress when you meet potential clients or employers. Prepare a short, engaging introduction about yourself and what you can offer as an Estate Planning Consultant. Remember, first impressions count!
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with industry professionals. Share relevant content, engage with others, and let your passion for estate planning shine through. It’s a great way to get noticed!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the resources you need to kickstart your career as an Estate Planning Consultant. Plus, applying directly shows your enthusiasm and commitment to joining our fantastic team!
We think you need these skills to ace Estate Planning Consultant in Abergavenny
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Estate Planning Consultant role. Highlight your consultative sales approach and any relevant experience in financial services to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for estate planning and how you can make a difference. Be sure to mention why you're excited about the opportunity to work with us at StudySmarter.
Showcase Your Communication Skills:As strong communication is key for this role, ensure your application is clear and professional. Use engaging language that reflects your personality while keeping it relevant to the job description.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands quickly!
How to prepare for a job interview at CITRUS CONNECT LTD
✨Know Your Stuff
Before the interview, make sure you understand the ins and outs of estate planning. Brush up on key concepts like wills, trusts, and the importance of securing assets. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As an Estate Planning Consultant, strong communication is key. During the interview, practice articulating your thoughts clearly and confidently. Use examples from your past experiences where you've successfully communicated complex information to clients or colleagues.
✨Demonstrate Your Consultative Approach
Highlight your consultative sales approach by discussing how you would engage with potential clients. Share specific strategies for understanding their needs and providing tailored solutions. This will show that you can build relationships and generate referrals effectively.
✨Dress to Impress
First impressions matter! Make sure you present yourself well during the interview. Dress professionally and ensure you look polished. This reflects your seriousness about the role and your respect for the interviewers' time.
