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- 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.
- Why this job: Make a real difference by helping people protect their legacies.
- Qualifications: Strong communication skills and a passion for helping others.
- Other info: Join a supportive team in a growing field with high demand.
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 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! 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 related 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 team!
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Estate Planning Consultant role. Highlight any relevant experience in financial services or estate planning, and don’t forget to showcase your skills in communication and client management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about estate planning and how your background makes you a perfect fit for our team. Keep it engaging and personal!
Showcase Your Knowledge: Demonstrate your understanding of the estate planning landscape in your application. Mention any trends or challenges in the industry that you’re aware of, and how you can contribute to addressing them.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at CITRUS CONNECT LTD
✨Know Your Stuff
Make sure you brush up on estate planning laws and the importance of wills. Familiarise yourself with common questions clients might have and be ready to discuss how you can help them secure their assets.
✨Showcase Your Experience
Prepare to share specific examples from your past work that demonstrate your skills in client consultation and financial services. Highlight any successes you've had in helping clients navigate complex situations.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the company’s approach to estate planning and client engagement. This shows your genuine interest in the role and helps you understand if it’s the right fit for you.
✨Dress the Part
Even if the company has a relaxed dress code, it's always better to err on the side of professionalism for an interview. A smart appearance can make a great first impression and show that you take the opportunity seriously.
