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For Companies At a Glance
- Tasks: Help people secure their assets through will writing and estate planning.
- Company: Leading team in the UK with over 50 years of experience.
- Benefits: Earn £50k-£100k OTE, enjoy flexible hours, and receive top-notch training.
- Why this job: Make a real impact while enjoying freedom and growth in a high-demand industry.
- Qualifications: Strong communication skills and an entrepreneurial spirit are essential.
- Other info: Comprehensive support and a start-up kit provided for your success.
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 Humber 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 Humber
✨Tip Number 1
Network like a pro! Get out there and connect with people in the estate planning field. Attend local events, join online forums, and don’t be shy about reaching out to potential clients or mentors. The more connections you make, the better your chances of landing that dream role.
✨Tip Number 2
Show off your skills! Create a personal brand that highlights your consultative sales approach and passion for helping others secure their assets. Use social media platforms to share insights, tips, and success stories related to estate planning. This will position you as a knowledgeable resource in the industry.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common scenarios you might face as an Estate Planning Consultant. Focus on your communication skills and how you can effectively upsell services. The more comfortable you are, the more confident you'll come across to potential employers.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to get noticed. Plus, we’re always on the lookout for passionate individuals who want to make a difference in the estate planning world. Don’t miss out on this opportunity!
We think you need these skills to ace Estate Planning Consultant in Humber
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Estate Planning Consultant role. Highlight your consultative sales approach and any relevant experience in financial services to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for estate planning and how you can make a difference. Be sure to mention your entrepreneurial spirit and strong communication skills – we love that!
Showcase Your Flexibility: Since this role offers self-managed scheduling, let us know how you plan to manage your time effectively. Share examples of how you've successfully balanced multiple tasks or projects in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands quickly, so don’t hesitate!
How to prepare for a job interview at CITRUS CONNECT LTD
✨Know Your Stuff
Make sure you understand the ins and outs of estate planning. Brush up on key concepts like wills, trusts, and the importance of securing assets. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role.
✨Show Off Your Communication Skills
As an Estate Planning Consultant, strong communication is key. Practice articulating your thoughts clearly and confidently. You might even want to role-play common scenarios with a friend to get comfortable discussing sensitive topics like wills and asset management.
✨Demonstrate Your Consultative Approach
Highlight your consultative sales skills during the interview. Share examples of how you've successfully engaged clients in the past, focusing on how you listened to their needs and provided tailored solutions. This will showcase your ability to build trust and rapport.
✨Dress to Impress
First impressions matter! Dress professionally to convey that you take the opportunity seriously. A polished appearance can set the tone for the interview and help you feel more confident as you discuss your potential role in helping clients secure their assets.
