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.
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.
- 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
- 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
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 exceptional employee growth opportunities, a supportive culture that values work-life balance, and the freedom to manage your own schedule. Join us in a rewarding career that not only secures assets for families but also fosters personal and professional development in a rapidly growing sector.
StudySmarter Expert Advice🤫
We think this is how you could land Estate Planning Consultant
✨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 learn more about the field.
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights on estate planning topics. This could be through LinkedIn posts or even starting a blog. It’ll help you stand out as a knowledgeable candidate.
✨Tip Number 3
Prepare for interviews by practising common questions specific to estate planning. We recommend role-playing with a friend or using mock interview platforms to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Estate Planning Consultant role. Plus, it’s a great way to show your enthusiasm for joining our leading team!
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Show Your Passion for Estate Planning:When writing your application, let us see your enthusiasm for estate planning. Share why you believe it's important and how you can make a difference in people's lives through this role.
Tailor Your CV and Cover Letter:Make sure to customise your CV and cover letter for the Estate Planning Consultant position. Highlight relevant experience and skills that align with what we’re looking for, so we can see you as a perfect fit!
Be Clear and Concise:Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and focus on what makes you the ideal candidate for this role.
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.
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 will show your potential employer that you're genuinely interested and knowledgeable about the field.
✨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 communicate empathy and understanding during the interview. Share examples from your past experiences where you've successfully built rapport with clients.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's approach to estate planning and their client base. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Dress the Part
First impressions matter! Dress professionally to convey that you take the opportunity seriously. A smart appearance can help set the tone for a positive interview experience.
