Estate Planning Consultant in Lancaster

Estate Planning Consultant in Lancaster

Lancaster Full-Time 36000 - 60000 £ / year (est.) No working from home possible
CITRUS CONNECT LTD

At a Glance

  • Tasks: Help clients secure their assets through expert estate planning and will writing.
  • Company: Leading team in the UK with over 50 years of experience in financial services.
  • Benefits: Flexible schedule, competitive pay, and opportunities for personal growth.
  • Other info: Join a supportive team in a growing field with high demand.
  • Why this job: Make a real difference by helping people protect their legacies.
  • Qualifications: Strong communication skills and a passion for helping others.

The predicted salary is between 36000 - 60000 £ 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!

Estate Planning Consultant in Lancaster employer: CITRUS CONNECT LTD

As a leading provider in Will Writing and Estate Planning services, our company offers a dynamic work environment where you can truly make a difference in people's lives. With over 50 years of experience, we provide extensive training and growth opportunities, ensuring that our consultants are well-equipped to meet the unprecedented demand for our services. Enjoy the flexibility of managing your own schedule while being part of a supportive team that values your contributions and fosters professional development.

CITRUS CONNECT LTD

Contact Details:

CITRUS CONNECT LTD Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Estate Planning Consultant in Lancaster

Tip Number 1

Network like a pro! Reach out to your connections in the estate planning and financial services sectors. Attend industry events or webinars to meet potential employers and showcase your expertise.

Tip Number 2

Prepare for interviews by researching common questions specific to estate planning. We recommend practising your responses with a friend or in front of a mirror to boost your confidence.

Tip Number 3

Showcase your passion for helping others secure their assets. During interviews, share personal stories or experiences that highlight your commitment to estate planning and how you can make a difference.

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 connect directly with us.

We think you need these skills to ace Estate Planning Consultant in Lancaster

Knowledge of Estate Planning
Will Writing
Financial Services Expertise
Client Relationship Management
Communication Skills
Analytical Skills
Attention to Detail

Some tips for your application 🫡

Show Your Passion for Estate Planning:When writing your application, let your enthusiasm for estate planning shine through. We want to see why you’re excited about helping people secure their assets and how you can contribute to our mission.

Tailor Your CV and Cover Letter:Make sure to customise your CV and cover letter for the Estate Planning Consultant role. Highlight relevant experience and skills that align with what we’re looking for, so we can see you as a perfect fit for our team.

Be Clear and Concise:Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and make it easy for us to understand your qualifications and motivations.

Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity with our leading team.

How to prepare for a job interview at CITRUS CONNECT LTD

Know Your Stuff

Make sure you understand the basics of estate planning and will writing. Brush up on key terms and concepts, as well as the current trends in the industry. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role.

Showcase Your People Skills

As an Estate Planning Consultant, you'll be dealing with clients who may be going through tough times. Practice how to convey empathy and understanding during your interview. Share examples from your past experiences where you've successfully built rapport with clients or handled sensitive situations.

Prepare Questions

Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to estate planning and their client base. This shows that you’re engaged and serious about the position. Plus, it gives you valuable insights into whether this is the right fit for you.

Dress the Part

First impressions matter, especially in a professional field like estate planning. Dress smartly and appropriately for the interview. It reflects your seriousness about the role and helps set a positive tone for the conversation.