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- Tasks: Help clients 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 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
Estate Planning Consultant in Middlesbrough, North East 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 Middlesbrough, North East
✨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 we make, the better our chances of landing that dream job!
✨Tip Number 2
Practice your pitch! Whether it’s face-to-face or over a video call, being able to confidently explain what you do and how you can help is key. We should rehearse our sales approach until it feels natural, so we can impress potential clients and employers alike.
✨Tip Number 3
Leverage social media! Platforms like LinkedIn are goldmines for job seekers. We can showcase our expertise, share relevant content, and engage with industry leaders. Plus, it’s a great way to stay updated on job openings and trends in estate planning.
✨Tip Number 4
Apply through our website! It’s the quickest way to get noticed. We’ve got all the resources you need to succeed, from training to support. Don’t miss out on the chance to join a leading team in the estate planning industry—let’s make it happen!
We think you need these skills to ace Estate Planning Consultant in Middlesbrough, North East
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for estate planning shine through. We want to see that you’re not just looking for a job, but that you genuinely care about helping people secure their assets and provide peace of mind.
Tailor Your CV: Make sure your CV is tailored to the Estate Planning Consultant role. Highlight any relevant experience in consultative sales or customer service, and don’t forget to mention your strong communication skills. We love seeing how your background aligns with what we do!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points where necessary and avoid jargon unless it’s relevant to the role. Remember, clarity is key!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and ready to take the next step in your career!
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 interview questions, focusing on how you can convey complex information in an easy-to-understand manner.
✨Demonstrate Your Consultative Approach
Prepare examples from your past experiences where you've successfully used a consultative sales approach. Highlight how you’ve listened to clients' needs and provided tailored solutions. This will illustrate your ability to connect with potential clients and build trust.
✨Dress to Impress
First impressions matter! Dress professionally to reflect the seriousness of the role. A polished appearance will help you feel more confident and show that you respect the opportunity. Remember, you’re not just selling a service; you’re also selling yourself!
