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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 Sheffield 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 Sheffield
✨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 provide valuable 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 demonstrate your expertise to potential clients during consultations.
✨Tip Number 3
Practice your consultative sales approach by role-playing with friends or colleagues. This will help you refine your communication skills and prepare for real-life client interactions, making you more effective in securing leads.
✨Tip Number 4
Leverage social media platforms to showcase your knowledge and services. Share informative content related to estate planning, which can attract potential clients and establish you as a trusted expert in the field.
We think you need these skills to ace Estate Planning Consultant in Sheffield
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 how your skills align with the company's mission to help secure people's assets and provide peace of mind.
Showcase Your Motivation: In your application, convey your independent nature and motivation to succeed in a self-employed role. Share examples of how you've stepped out of your comfort zone in previous positions to achieve results.
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 any relevant experiences or knowledge you have about wills, trusts, and asset protection to show that you're genuinely interested in helping clients secure their assets.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Prepare by thinking through potential client situations and how you would handle them, showcasing your ability to think on your feet and provide effective solutions.
✨Dress to Impress
First impressions matter, especially in a client-facing role. Dress professionally to reflect the seriousness of the position and the trustworthiness required in estate planning. This will help you stand out as a presentable candidate.
