Estate Planning Consultant in King's Lynn

Estate Planning Consultant in King's Lynn

King's Lynn 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!

Estate Planning Consultant in King's Lynn 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 company fosters a supportive work culture that prioritises employee growth through comprehensive training and resources, allowing you to make a meaningful impact while securing your financial future.
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

✨Tip Number 1

Network like a pro! Reach out to friends, family, and colleagues to let them know you're on the hunt for an Estate Planning Consultant role. You never know who might have a lead or connection that could land you an interview.

✨Tip Number 2

Practice your pitch! When you get the chance to meet potential employers or clients, be ready to showcase your consultative sales approach. Highlight your passion for helping people secure their assets and how you can make a difference in their lives.

✨Tip Number 3

Leverage social media! Use platforms like LinkedIn to connect with industry professionals and join relevant groups. Share your insights on estate planning and engage with others to build your reputation as a knowledgeable consultant.

✨Tip Number 4

Don't forget to apply through our website! We’ve got all the resources you need to succeed, including training and support. Plus, applying directly shows your enthusiasm and commitment to joining our fantastic team.

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

Consultative Sales Approach
Strong Communication Skills
Entrepreneurial Spirit
Independent and Self-Motivated
Lead Generation
Ability to Upsell Services
Presentation Skills
Flexibility in Scheduling
Customer Relationship Management
Problem-Solving Skills
Time Management
Access to a Car and Driving Licence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Estate Planning Consultant role. Highlight relevant experience and skills that match what we're looking for, like your consultative sales approach and strong communication skills.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for estate planning and how you can make a difference. Be sure to mention why you're excited about joining our team at StudySmarter.

Showcase Your Entrepreneurial Spirit: We love candidates who are independent and motivated! In your application, share examples of how you've taken initiative in past roles or projects. This will show us you're ready to thrive in a self-managed environment.

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 this fantastic opportunity. 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 ins and outs of estate planning and will writing. Brush up on key terms and concepts, as well as the services offered by the company. This will not only show your enthusiasm but also 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 and build trust.

✨Dress to Impress

First impressions matter! Dress professionally to convey that you take the opportunity seriously. A polished appearance can set the tone for a positive interview experience and show that you're ready to represent the company well.

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

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