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- Tasks: Help clients secure their assets through will writing and estate planning.
- Company: Join a leading team with over 50 years of experience in financial services.
- Benefits: Earn £50k-£100k OTE, enjoy flexible hours, and receive comprehensive training.
- Why this job: Make a real impact while enjoying independence and growth in a high-demand industry.
- Qualifications: Strong communication skills, entrepreneurial spirit, and a passion for sales are essential.
- Other info: Access to a car and driver's license required; full support provided for your success.
The predicted salary is between 30000 - 70000 £ 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! TPBN1_UKTJ
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
Familiarize yourself with the estate planning landscape in the UK. Understanding the common concerns and needs of clients will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services and estate planning sectors. Building relationships can lead to valuable referrals and insights that will set you apart as a candidate.
✨Tip Number 3
Prepare to discuss your consultative sales approach in detail. Be ready to share examples of how you've successfully engaged clients and generated leads in previous roles.
✨Tip Number 4
Showcase your entrepreneurial spirit by discussing any past experiences where you've taken initiative or led projects. This will demonstrate your motivation and independence, key traits for this 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 and requirements of an Estate Planning Consultant. Familiarize yourself with the services offered and the importance of estate planning in today's context.
Tailor Your CV: Highlight your consultative sales experience and any relevant skills that align with the job description. Emphasize your strong communication skills and entrepreneurial spirit to stand out.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the industry and your motivation to help clients secure their assets. Mention how your background makes you a great fit for this role.
Showcase Your Flexibility: Since the role offers self-managed scheduling, mention your ability to work independently and manage your time effectively. Provide examples of how you've successfully done this in previous roles.
How to prepare for a job interview at CITRUS CONNECT LTD
✨Show Your Consultative Sales Skills
Demonstrate your consultative sales approach during the interview. Prepare examples of how you've successfully engaged with clients in the past, focusing on understanding their needs and providing tailored solutions.
✨Highlight Your Communication Skills
Strong communication is key for an Estate Planning Consultant. Practice articulating your thoughts clearly and confidently. Be ready to discuss how you can effectively convey complex information to clients in an understandable way.
✨Emphasize Your Entrepreneurial Spirit
This role requires independence and motivation. Share experiences that showcase your entrepreneurial mindset, such as initiatives you've taken in previous roles or how you've generated leads on your own.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential client situations you might encounter and how you would handle them, especially regarding upselling services like Trusts and Funeral Plans.
