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- 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: Join a high-demand industry with excellent growth potential.
- Why this job: Make a real impact while enjoying freedom and fantastic earnings.
- Qualifications: Strong communication skills and a consultative sales approach.
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 Dorstone 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 Dorstone
✨Tip Number 1
Network like a pro! Reach out to friends, family, and former colleagues to let them know you're on the hunt for an Estate Planning Consultant role. You never know who might have a lead or connection that could land you an interview.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your skills and connect with industry professionals. Join relevant groups and participate in discussions to get your name out there and attract potential employers.
✨Tip Number 3
Practice your pitch! Prepare a short, engaging introduction about yourself and your experience in estate planning. This will come in handy when you meet potential clients or employers at networking events or casual meet-ups.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a better chance of standing out. Plus, it shows you're serious about joining our fantastic team!
We think you need these skills to ace Estate Planning Consultant in Dorstone
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your consultative sales approach and any relevant experience in estate planning or financial services to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for helping people secure their assets and how your entrepreneurial spirit aligns with our mission. Keep it engaging and personal to make us want to meet you!
Showcase Your Communication Skills: As an Estate Planning Consultant, strong communication is key. Use clear and concise language in your application, and don’t hesitate to demonstrate your ability to connect with clients through your writing.
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, so don’t miss out on this opportunity!
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 to demonstrate how you've effectively communicated complex information to clients or colleagues.
✨Demonstrate Your Consultative Approach
Highlight your consultative sales approach by discussing how you’ve successfully identified client needs in previous roles. Be prepared to role-play a scenario where you guide a client through the estate planning process, showcasing your ability to listen and provide tailored solutions.
✨Dress to Impress
First impressions matter! Dress professionally to convey that you take the opportunity seriously. A polished appearance will help you feel more confident and ready to tackle any questions that come your way during the interview.