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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 40000 - 80000 £ per year.
Job Description
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!
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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 Estate Planning Consultant
✨Tip Number 1
Network like a pro! Attend industry events, join online forums, and connect with professionals in estate planning. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Practice your pitch! Whether it’s face-to-face or over a video call, being able to confidently explain why you’re the right fit for the Estate Planning Consultant role is key. Keep it engaging and show your passion for helping others secure their assets.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with potential employers. Share relevant content about estate planning to position yourself as a knowledgeable candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly.
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Estate Planning Consultant role. Highlight your consultative sales approach and any relevant experience in financial services to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for estate planning and how you can make a difference. Be sure to mention why you're excited about the opportunity to work with us at StudySmarter.
Showcase Your Communication Skills: As strong communication is key for this role, ensure your application is clear and engaging. Use a friendly tone and make it easy for us to see your personality and enthusiasm for the industry.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 clients to understand their needs. Prepare a few scenarios where you successfully identified client requirements and tailored solutions accordingly. This will illustrate your ability to connect with clients on a personal level.
✨Dress to Impress
First impressions matter! Dress professionally to convey that you take the opportunity seriously. A polished appearance can boost your confidence and set a positive tone for the interview, especially in a client-facing role like this one.
