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- Tasks: Help clients secure their assets through will writing and estate planning.
- Company: Join a leading UK firm with over 50 years in financial services.
- Benefits: Earn £50k – £100k OTE, enjoy flexible hours, and receive top-notch training.
- Why this job: Make a real impact while enjoying freedom and growth in a high-demand industry.
- Qualifications: Strong communication skills, entrepreneurial spirit, and a driving licence required.
- Other info: Full support provided with a start-up kit for a one-off investment.
The predicted salary is between 36000 - 60000 £ 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 a driving 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!
Contact Detail:
CITRUS CONNECT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Consultant
✨Tip Number 1
Familiarise yourself with the estate planning landscape in the UK. Understanding current trends, common concerns, and the legal framework will help you engage confidently with potential clients and demonstrate your expertise.
✨Tip Number 2
Network with professionals in related fields such as financial advisors, solicitors, and accountants. Building these connections can lead to valuable referrals and insights into client needs, which is crucial for your success as an Estate Planning Consultant.
✨Tip Number 3
Develop your consultative sales skills. Practice active listening and learn how to ask the right questions to uncover your clients' needs. This approach will not only help you close deals but also build lasting relationships with your clients.
✨Tip Number 4
Prepare to showcase your presentation skills. Whether online or face-to-face, being able to present information clearly and engagingly will set you apart from other candidates and help you win over clients.
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of an Estate Planning Consultant. Familiarise yourself with the services offered and the importance of estate planning in today's context.
Tailor Your CV: Highlight relevant experience in sales or consultative roles. Emphasise your communication skills and any entrepreneurial ventures you've undertaken. Make sure to showcase your ability to work independently and generate referrals.
Craft a Compelling Cover Letter: In your cover letter, express your passion for estate planning and how you can make a difference. Mention your motivation to help clients secure their assets and your readiness to embrace the flexibility and challenges of the role.
Prepare for Interviews: If invited for an interview, prepare by thinking about how you would approach client consultations and upselling services. Be ready to discuss your previous experiences and how they relate to the role of an Estate Planning Consultant.
How to prepare for a job interview at CITRUS CONNECT LTD
✨Showcase Your Consultative Sales Skills
During the interview, highlight your experience with consultative sales. Share specific examples of how you've successfully identified client needs and provided tailored solutions, as this role requires a strong focus on understanding clients' requirements.
✨Demonstrate Your Passion for Estate Planning
Express your enthusiasm for the estate planning industry. Discuss why you believe it's important and how you can contribute to helping clients secure their assets. This will show that you're not just looking for a job, but are genuinely invested in making a difference.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and communication skills. Practice responding to potential situations you might face as an Estate Planning Consultant, such as handling difficult clients or upselling additional services.
✨Dress to Impress
First impressions matter, especially in a client-facing role. Make sure to dress professionally and presentably for the interview. This will not only boost your confidence but also demonstrate your commitment to professionalism in the estate planning field.
