At a Glance
- Tasks: Help people secure their assets through will writing and estate planning.
- Company: Join a leading team in the UK with over 50 years of experience.
- Benefits: Earn between £50k-£100k OTE, enjoy flexible hours, and receive comprehensive training.
- Other info: Access to a car and a willingness to step out of your comfort zone is required.
- Why this job: Make a real impact while enjoying freedom and fantastic earnings in a high-demand industry.
- Qualifications: Strong communication skills and an entrepreneurial spirit are essential.
The predicted salary is between 31500 - 38500 £ per year.
Join theleadingteam 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 a Estate Planning Consultant, you will havefreedom 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 extensivesupportfor a one-off £1195 investment.
Make a
Difference: Help secure peoples 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 drivers 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.
Generateleadswith our full training andsupportsystem.
Apply Now For An Immediate Interview!
Estate Planning Consultant in Leominster employer: CITRUS CONNECT LTD
As a Field Sales Consultant with us, you'll be part of a dynamic team dedicated to transforming lives through our innovative products. We offer a supportive work culture that prioritises employee growth, with comprehensive training and development opportunities to help you reach your financial goals. Located in a vibrant area, our company not only values your contributions but also fosters a sense of community and purpose in every role.
StudySmarter Expert Advice🤫
We think this is how you could land Estate Planning Consultant in Leominster
✨Tap into Online Freelance Networks
Jump onto platforms like Upwork or Freelancer where finance and accounting gigs pop up all the time. Build a strong profile that showcases your financial controlling expertise, and don’t hesitate to apply for projects that fit your skillset.
✨Connect with Finance Communities
Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.
✨Show Off Your Knowledge
Create a public portfolio showcasing your projects or case studies related to financial controlling. Consider writing articles or blogs about finance trends or strategies, which can help establish your credibility and attract new clients.
✨Leverage Local Meetups
Keep an eye out for finance meetups or workshops in your area. They’re perfect for networking and can often lead to freelance opportunities. Plus, having that face-to-face connection can set you apart from the competition when clients are choosing who to hire.
We think you need these skills to ace Estate Planning Consultant in Leominster
Some tips for your application 🫡
Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!
Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like CITRUS CONNECT LTD.
Be clear about your rates:When applying for freelance gigs, it's wise to be upfront about your rates in your application. Clearly stating your hourly or project-based fees can save both you and CITRUS CONNECT LTD time down the line. It shows you’re professional and ready to jump into negotiations.
Personalise your application:Don’t just send a generic application to CITRUS CONNECT LTD. Tailor your cover letter to include specific examples of how your skills in financial controlling align with their needs. Mention any software tools you're proficient with, like ERP systems or financial modelling tools, that are relevant to the role.
How to prepare for a job interview at CITRUS CONNECT LTD
✨Showcase Your Analytical Skills
In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at CITRUS CONNECT LTD will want to see your numbers dance!
✨Prepare to Discuss Financial Strategies
Expect questions around how you approach financial strategy development. Have a few examples of successful strategies you've implemented in the past, as these can demonstrate your value to CITRUS CONNECT LTD. We should also think about discussing risk management, as it'll show you're thinking ahead.
✨Tailor Your Portfolio for Freelance Success
As a freelancer, your portfolio is your calling card! Let’s make sure it’s packed with case studies that showcase your financial projects, perhaps including any forecasting or budgeting you’ve done for diverse clients. Highlighting your versatility will be key to impressing CITRUS CONNECT LTD.
✨Pitch Your Services Confidently
When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into CITRUS CONNECT LTD's needs. Confidence in pitching your worth can go a long way!
