Estate Planning Consultant in King's Lynn, Norfolk

Estate Planning Consultant in King's Lynn, Norfolk

King's Lynn +1 Freelance 50000 - 100000 £ / year (est.) Home office (partial)
CITRUS CONNECT LTD

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.
  • Other info: Comprehensive support and a start-up kit provided for success.
  • Why this job: Make a real impact while enjoying freedom and fantastic earnings.
  • Qualifications: Strong communication skills and an entrepreneurial spirit required.

The predicted salary is between 50000 - 100000 £ 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!

Locations

King's Lynn Norfolk

Estate Planning Consultant in King's Lynn, Norfolk employer: CITRUS CONNECT LTD

Join a leading team in the UK’s estate planning sector, where you will enjoy unparalleled flexibility and the potential for significant earnings as an Estate Planning Consultant. With over 50 years of experience, our client not only offers comprehensive training and support but also empowers you to make a meaningful impact by helping individuals secure their assets. This is an exceptional opportunity to thrive in a high-demand industry while benefiting from a self-managed schedule and uncapped commission.
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 King's Lynn, Norfolk

✨Tip Number 1

Network like a pro! Attend industry events, join relevant online forums, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that Estate Planning Consultant gig.

✨Tip Number 2

Practice your pitch! You never know when an opportunity might pop up, so be ready to explain why you're the perfect fit for the role. Keep it concise, engaging, and tailored to the estate planning field.

✨Tip Number 3

Leverage social media! Share your insights on estate planning and engage with potential clients or employers. This not only showcases your expertise but also helps you build a personal brand in the industry.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals ready to make a difference in estate planning.

We think you need these skills to ace Estate Planning Consultant in King's Lynn, Norfolk

Consultative Sales Approach
Strong Communication Skills
Entrepreneurial Spirit
Motivation
Lead Generation
Upselling Skills
Customer Relationship Management
Presentation Skills
Time Management
Flexibility
Independent Working
Problem-Solving Skills
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Estate Planning Consultant role. Highlight your consultative sales experience and any relevant skills that show you can help secure people's assets. We want to see how you can make a real impact!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for estate planning and how your entrepreneurial spirit aligns with our mission. Let us know why you're the perfect fit for this high-demand industry.

Showcase Your Communication Skills: Strong communication is key in this role. In your application, demonstrate your ability to connect with clients and generate referrals. We love seeing examples of how you've successfully engaged with others in the past!

Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for an immediate interview. We can't wait to hear from you!

How to prepare for a job interview at CITRUS CONNECT LTD

✨Know Your Stuff

Make sure you understand the basics of estate planning and will writing. Brush up on key terms and concepts, as well as the services offered by the company. This will show your genuine interest and help you answer questions confidently.

✨Showcase Your Communication Skills

As an Estate Planning Consultant, strong communication is key. Practice articulating your thoughts clearly and concisely. Consider role-playing with a friend to simulate the interview environment and get comfortable discussing complex topics in simple terms.

✨Demonstrate Your Consultative Approach

Prepare examples from your past experiences where you've successfully used a consultative sales approach. Highlight how you listened to clients' needs and tailored solutions accordingly. This will illustrate your ability to connect with potential clients.

✨Dress to Impress

First impressions matter! Dress professionally to convey that you take the opportunity seriously. A polished appearance can boost your confidence and set a positive tone for the interview.

Estate Planning Consultant in King's Lynn, Norfolk
CITRUS CONNECT LTD
Location: King's Lynn

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