Estate Planning Consultant in Darlington, North East

Estate Planning Consultant in Darlington, North East

Darlington +1 Full-Time 50000 - 100000 £ / year (est.) No home office possible
CITRUS CONNECT LTD

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 success.
  • Why this job: Make a real impact while enjoying freedom and fantastic earnings.
  • Qualifications: Strong communication skills and an entrepreneurial spirit required.

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, 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

Darlington North East

Estate Planning Consultant in Darlington, North East 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 fosters a supportive work culture that prioritises employee growth through comprehensive training and resources, allowing you to make a meaningful impact while securing your clients' assets. This role not only offers a lucrative commission structure but also the chance to thrive in a high-demand industry, making it an exceptional opportunity for motivated individuals.
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 Darlington, North East

✨Tip Number 1

Network like a pro! Attend industry events, join relevant online forums, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that Estate Planning Consultant role.

✨Tip Number 2

Practice your pitch! Whether it's face-to-face or over a video call, being able to confidently explain your skills and why you're the right fit for the job is crucial. We recommend rehearsing with friends or in front of a mirror.

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got all the resources you need to make your application stand out. Plus, it’s the best way to ensure your CV lands directly in the hands of the hiring team.

We think you need these skills to ace Estate Planning Consultant in Darlington, North East

Consultative Sales Approach
Strong Communication Skills
Entrepreneurial Spirit
Independent and Self-Motivated
Lead Generation
Upselling Skills
Customer Relationship Management
Presentation Skills
Time Management
Flexibility in Scheduling
Ability to Work Face-to-Face
Access to a Car and Driving Licence

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 interested in helping people secure their assets and provide peace of mind.

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.

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 fit for the role.

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. We can’t wait to hear from you!

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. Share examples of how you've identified client needs in the past 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.

Estate Planning Consultant in Darlington, North East
CITRUS CONNECT LTD
Location: Darlington

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>