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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 between £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 are essential.
- Other info: Access to a car and driver's license is required; full support provided for your success.
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 | newcastle-upon-tyne, tyne and wear 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 | newcastle-upon-tyne, tyne and wear
✨Tip Number 1
Familiarize yourself with the estate planning industry and current trends. Understanding the importance of wills and trusts will help you engage effectively with potential clients and demonstrate your expertise.
✨Tip Number 2
Network with professionals in related fields, such as financial advisors or real estate agents. Building these connections can lead to valuable referrals and enhance your credibility as an Estate Planning Consultant.
✨Tip Number 3
Practice your consultative sales approach. Role-playing scenarios with friends or colleagues can help you refine your communication skills and prepare for real client interactions.
✨Tip Number 4
Be ready to showcase your entrepreneurial spirit. Prepare examples of how you've successfully generated leads or closed sales in the past, as this will resonate well with the hiring team.
We think you need these skills to ace CITRUS CONNECT LTD | Estate Planning Consultant | newcastle-upon-tyne, tyne and wear
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 and skills that align with the consultative sales approach and entrepreneurial spirit mentioned in the job description. Emphasize your communication skills and any previous sales experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the industry and your motivation to help clients secure their assets. Use specific examples from your past experiences to illustrate how you can make a difference in this role.
Highlight Flexibility and Independence: In your application, emphasize your ability to manage your own schedule and work independently. Mention any previous roles where you demonstrated self-motivation and the ability to generate leads or referrals.
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 a self-motivated individual. Share instances where you've taken initiative or led projects independently. Show that you're comfortable working autonomously and can manage your own schedule effectively.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential challenges you might face as an Estate Planning Consultant and how you would address them, particularly in generating leads and upselling services.
