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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: Immediate interviews available; start-up kit provided 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 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!
Estate Planning Consultant in Bath 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 in Bath
✨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 industry peers who can refer you.
✨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 during consultations.
✨Tip Number 3
Develop a strong personal brand on social media platforms like LinkedIn. Share valuable content related to estate planning to establish yourself 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.
We think you need these skills to ace Estate Planning Consultant in Bath
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 previous work that demonstrates your ability to generate leads and build relationships.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the industry and your entrepreneurial spirit. Mention how your skills align with the company's mission to help secure people's assets and provide peace of mind.
Showcase Your Motivation: During the application process, convey your independent nature and motivation. Share examples of how you've successfully managed your time and generated referrals in past roles.
How to prepare for a job interview at CITRUS CONNECT LTD
✨Showcase Your Consultative Sales Skills
During the interview, emphasise your consultative sales approach. Share examples of how you've successfully engaged clients in the past, focusing on understanding their needs and providing tailored solutions.
✨Demonstrate Your Passion for Estate Planning
Make sure to convey 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, which will resonate with the company's mission.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and communication skills. Practice responding to potential client situations, showcasing your ability to think on your feet and provide effective solutions.
✨Dress to Impress
As a role that involves client interaction, first impressions matter. Dress professionally to reflect your seriousness about the position and your respect for the company’s standards.
