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For Companies 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.
- Why this job: Make a real impact while enjoying freedom and fantastic earnings.
- Qualifications: Strong communication skills and an entrepreneurial spirit required.
- Other info: Comprehensive support and a start-up kit provided for success.
The predicted salary is between 36000 - 60000 £ 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, 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:
- 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 Candidate?
- 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:
- 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!
Locations
Estate Planning Consultant in Croydon, Surrey employer: CITRUS CONNECT LTD
Contact Detail:
CITRUS CONNECT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Consultant in Croydon, Surrey
✨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 we make, the better our chances of landing that dream job!
✨Tip Number 2
Practice your pitch! Whether it’s face-to-face or over a video call, being able to communicate your value clearly is key. We should rehearse how we present ourselves and our services, focusing on how we can help secure assets for clients. Confidence is contagious!
✨Tip Number 3
Leverage social media! Platforms like LinkedIn are goldmines for connecting with industry professionals and showcasing our expertise. Share insights, engage with posts, and let’s make sure our profiles reflect our passion for estate planning. It’s all about visibility!
✨Tip Number 4
Apply through our website! It’s the quickest way to get noticed. We’ve got a streamlined process that makes it easy for us to showcase our skills and enthusiasm for the role. Plus, it shows we’re serious about joining the leading team in estate planning!
We think you need these skills to ace Estate Planning Consultant in Croydon, Surrey
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for estate planning shine through. We want to see that you’re genuinely excited about helping people secure their assets and making a difference in their lives.
Tailor Your CV: Make sure your CV is tailored to the Estate Planning Consultant role. Highlight relevant experience, especially in consultative sales and communication skills, as these are key to impressing us and showing you’re the right fit.
Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforwardness, so avoid fluff and focus on what makes you a great candidate for this role. Remember, less is often more!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for an immediate interview. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at CITRUS CONNECT LTD
✨Know Your Stuff
Before the interview, make sure you understand the basics of estate planning and will writing. Familiarise yourself with common terms and concepts, as well as the services offered by the company. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Communication Skills
As an Estate Planning Consultant, strong communication is key. During the interview, practice articulating your thoughts clearly and concisely. Use examples from your past experiences to demonstrate how you've effectively communicated with clients or colleagues.
✨Demonstrate Your Consultative Approach
Highlight your consultative sales approach by discussing how you would engage with potential clients. Prepare a few scenarios where you successfully identified client needs and tailored your solutions accordingly. This will illustrate your ability to connect with clients and provide them with peace of mind.
✨Dress to Impress
First impressions matter! Dress professionally and presentably for your interview. This not only shows respect for the interviewers but also reflects your understanding of the importance of professionalism in the estate planning industry.
