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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 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; full support provided.
The predicted salary is between 50000 - 100000 £ 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 in the field, which can lead to valuable insights and potential referrals.
✨Tip Number 3
Prepare to showcase your consultative sales approach. Think of examples from your past experiences where you've successfully engaged clients and closed deals, as this will highlight your suitability for the role.
✨Tip Number 4
Demonstrate your entrepreneurial spirit by sharing any personal projects or initiatives you've undertaken. This will show your motivation and ability to work independently, which is crucial for success in this role.
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 and the importance of estate planning in today's context.
Tailor Your CV: Highlight your consultative sales experience and any relevant skills that align with the job description. Emphasize your strong communication skills and entrepreneurial spirit, as these are key traits for this role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the industry and your motivation to help clients secure their assets. Mention how your background makes you a great fit for the position and why you want to join this leading team.
Prepare for the Interview: If selected for an interview, be ready to discuss your sales approach and how you generate leads. Prepare examples of how you've successfully upsold services in the past and demonstrate your ability to step out of your comfort zone.
How to prepare for a job interview at CITRUS CONNECT LTD
✨Show Your Consultative Sales Skills
During the interview, emphasize your consultative sales approach. Share examples of how you've successfully engaged with clients in the past, focusing on understanding their needs and providing tailored solutions.
✨Demonstrate Your Passion for Estate Planning
Make sure to express your enthusiasm for the estate planning industry. Discuss why you believe it's important and how you can contribute to helping people secure their assets and achieve peace of mind.
✨Highlight Your Flexibility and Independence
Since this role offers self-managed scheduling, be prepared to discuss how you manage your time effectively. Share experiences that showcase your ability to work independently and stay motivated without direct supervision.
✨Prepare for Role-Playing Scenarios
Expect to engage in role-playing during the interview to demonstrate your communication skills. Practice common scenarios you might encounter as an Estate Planning Consultant, such as conducting a will instruction or upselling additional services.
