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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 comprehensive 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 valid driver's licence required.
- Other info: Start-up kit provided for a one-off investment of £1195.
The predicted salary is between 40000 - 80000 £ 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 driver's 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!
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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 with professionals in the estate planning and financial services sectors. Attend local events or join online forums to connect with potential clients and other consultants who can provide insights and referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in estate planning. This knowledge will not only boost your confidence but also help you engage effectively with clients, showcasing your expertise.
✨Tip Number 3
Develop a strong personal brand on social media platforms like LinkedIn. Share valuable content related to estate planning, which can position you as a knowledgeable consultant and attract potential clients.
✨Tip Number 4
Practice your consultative sales approach by role-playing with friends or colleagues. This will help you refine your communication skills and prepare you for real client interactions, making you more effective in the role.
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 of an Estate Planning Consultant. Familiarise yourself with the services offered, such as Will writing and Trusts, to demonstrate your knowledge in your application.
Tailor Your CV: Highlight relevant experience in sales or consultative roles. Emphasise your communication skills and any previous work that showcases your ability to generate leads and build relationships with clients.
Craft a Compelling Cover Letter: Use your cover letter to express your passion for estate planning and your entrepreneurial spirit. Mention specific examples of how you've successfully upsold services or generated referrals in the past.
Showcase Your Motivation: In your application, convey your independent nature and motivation. Discuss how you plan to manage your schedule effectively and your eagerness to make a difference in people's lives through estate planning.
How to prepare for a job interview at CITRUS CONNECT LTD
✨Show Your Passion for Estate Planning
Make sure to express your enthusiasm for the estate planning industry during the interview. Share any personal experiences or insights that highlight why you are passionate about helping people secure their assets.
✨Demonstrate Strong Communication Skills
As an Estate Planning Consultant, communication is key. Practice articulating your thoughts clearly and confidently. Be prepared to discuss how you would explain complex concepts to clients in a simple and relatable manner.
✨Prepare for Consultative Sales Questions
Expect questions that assess your consultative sales approach. Think of examples from your past experiences where you successfully identified client needs and tailored your services accordingly. This will showcase your ability to connect with clients.
✨Dress to Impress
First impressions matter! Dress professionally to convey that you take the role seriously. A polished appearance will help you stand out and demonstrate your commitment to being presentable and ready to impress potential clients.
