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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 between £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 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 Shrewsbury 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 Shrewsbury
✨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 position you as a knowledgeable consultant, making it easier to engage with clients.
✨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 you for real-life client interactions, ensuring you can effectively convey the value of your services.
✨Tip Number 4
Leverage social media platforms to showcase your expertise in estate planning. Share informative content, success stories, and tips that can attract potential clients and establish your presence in the industry.
We think you need these skills to ace Estate Planning Consultant in Shrewsbury
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 entrepreneurial ventures you've undertaken. Make sure your CV reflects your ability to generate leads and work independently.
Craft a Compelling Cover Letter: Use your cover letter to 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 of the role.
Showcase Your Skills: In your application, provide examples of how you've successfully upsold services or generated referrals in previous roles. This will demonstrate your consultative sales approach and your ability to thrive in a high-demand industry.
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 people secure their assets, which aligns with the company's mission.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Prepare by thinking of situations where you've had to think on your feet or adapt your approach to meet a client's needs.
✨Dress to Impress
First impressions matter, especially in a client-facing role. Dress professionally to reflect the seriousness of the position and show that you are ready to represent the company well.
